• Pre-qualifies new business according to insurance group standards
• Assists clients with making coverage changes in an automated environment, uses each contact with the client as an opportunity to review the whole account. 
• Informs and educates clients about policy coverage, changes, exclusion and insurance coverage needs
• Prepares proposals and completes application in coordination with producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
• Produces binders, certificates, policies, endorsements and other related items; verifies their accuracy per the clients’ needs/requests
• Prepares summaries of insurance, schedules, and proposals as needed for account review
• Re-market renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producers
• Renews policies following insurance group standards; verifies each renewal’s accuracy; ensures all renewals are produced
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier
• Maintains and updates client information in agency management system and Salesforce
• Processes incoming requests, responding promptly and appropriately
• Assists clients in submitting claims, obtaining adjustor information; facilitates prompt response from carrier staff and follows up on claims status to keep insured’s informed and to work towards settlement of claims; using each claim contact as an occasion to review coverage and market as needed
• Assists in design of insurance plans for clients as assigned and directed by management/Producer
• Assists or completes other tasks as assigned
• Maintains effective relationships with clients, co-workers, carriers, vendors, and other business contacts
• Keeps informed regarding industry, clients, new products, legislation and technology
• Maintains policies and procedures consistent with federal, state, and local regulations, and TBOSA culture 

Education and Experience Qualifications:

• High School diploma or GED required
• Service and P&C insurance account management experience of 7 years or more 
• Must hold a current Property and Casualty license 

Apply now!