This is a service position. The primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business.
Daily servicing of customers will include assisting with the pre-renewal process, renewal marketing, preparation of proposals, binding and confirming coverages, addressing client questions and problem solving.
Location: Van Nuys, California
Assisting with and handling pre-renewal process, including reviewing EPIC file, preparing or checking renewal solicitation, and claims review.
Assisting with the renewal marketing process
Reviewing applications and supporting documentation
Sending to appropriate carriers or wholesalers.
Follow-up in a timely manner for quotes
Coordination with appropriate team member for coverage negotiation materials.
Prepare renewal proposals
Review Quotes upon receipt and request any necessary changes or corrections
Coordinate with team member to determine options to present
Prepare proposal and follow-up as appropriate for bind order.
Handle and/or assist with renewal confirmations:
Prepare renewal summary, confirmation email and finance agreement if needed
Suspense for any pending subjectivities, premium payment and policy receipt
Datafaction if appropriate
Policy checking and processing
Contract review for certificate requests
Issuance of insurance certificates
Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.
Know and be up to date on carrier communications, new coverage options and billing procedures.
Preferred Skills and Abilities
Interpersonal, analytical, problem solving abilities.
Organizational and time management skills.
Agency Management System (i.e., EPIC, AMS 360) or other paperless computer system.
Required job duties are essentially sedentary work consisting of occasional walking, standing and lifting and/or carrying 10 lbs. maximum, bending, talking, hearing.
High School Diploma
Current California Property and Casualty License, other states a plus.
5-7 years experience in Management Liability insurance coverage options.
Agency or Brokerage experience.
Mastery of insurance underwriting, coverage and rate analysis.
Must have experience with MS Office Suite (Word, Excel, Outlook)
Special Skills Requirements
Strong written and verbal communication skills
Strong follow up skills
Strong customer service skills
Sound problem solving skills
Consistent exercise of good judgment
Prioritize and complete multiple tasks simultaneously