Job Description
You will act as the primary service contact for your clients, overseeing renewals, coverage analysis, carrier negotiations, and all daytoday policy servicing. This role offers a strong blend of technical insurance work, strategic client planning, and handson relationship management. You will collaborate closely with Client Advisors, Account Executives, and carrier partners while working alongside a service pod of Account Managers and Associates.
(THIS IS A SERVICING ROLE NOT A SALES ROLE)
Key Responsibilities Include:
- Evaluate exposures, obtain quotes, negotiate terms, and finalize carrier offerings
- Lead risk analysis, gather client information, and provide technical coverage recommendations
- Determine markets aligned with carrier strategy
- Prepare and deliver strategic renewal materials and carrier submissions
- Bind coverage, review binding documents, and ensure accuracy
- Maintain accurate account, policy, and contact data within EPIC
- Process renewals, endorsements, cancellations, proofs of insurance
- Generate standard client and carrier communications (BORs, proposals, prerenewal letters, etc.)
Required Skills & Experience
- 2+ years of Commercial Line insurance experience
- Strong understanding of commercial insurance coverages and guaranteed cost programs
- Active Property & Casualty insurance license (In Ohio)
- Has managed a book of business
Nice to Have Skills & Experience
- Strong MS Office skills; Excel proficiency
- Experienced with EPIC and carrier portal systems
- College degree preferred but not required
Carrier Relationships
- Works with a wide range of major carriers, including:
- Travelers
- Westfield
- The Hartford
- Liberty Mutual
- Cincinnati Insurance
