Cyber Practice

3 weeks ago

Dallas, United States Stephens Full time

Opportunity is available at these locations: Dallas, Houston, or Birmingham.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Assist Account Executives servicing existing and prospective customers by performing data entry of information and other tasks related to client and/or their current policies.
  • Prepare submissions to insurance markets for review by Account Executive/Supervisor. Send submissions to insurance markets and negotiate renewals, as directed by Account Executive/Supervisor.
  • Maintain and follow timelines for renewal process.
  • Provide service to existing clients, assisting them with questions, problems, changes, certificates, or other issues regarding their account.
  • Contact client for updated renewal information, order loss runs, and update applications and/or spreadsheets for marketing. Assist account executive and in-house marketing specialists as necessary. Respond to requests for any additional information from various markets.
  • Prepare, process, review and monitor policies, renewals, applications, changes, endorsements, binders, contracts, audits, etc. to ensure accuracy and prevention of errors and omissions.
  • Take a lead role in utilization of carrier/broker online portal submissions for small to mid-size accounts.
  • Support the sales function through account rounding of existing accounts (new lines of coverage/limits, gaps, and upgrades) by referring new sales opportunities to Account Executives and/or other departments.
  • Policies and Endorsements: enter data, maintain suspense system, scan and attach documents, review and attach spreadsheets, etc.
  • Invoice transactions for premiums, agency fees, company fees, taxes, etc. and other accounting related functions. Prepare spreadsheets for allocation of premium as requested.
  • Surplus lines accounts: check requirements by state to ensure state guidelines are followed with regard to approved carriers, taxes, fees, completion and filing of documents, etc. to avoid fines that may be imposed by states.
  • Assist with and/or complete coverage analyses for review by Account Executives or other senior members of account team.
  • Produce financial models / benchmarking and interpret results / make recommendations to clients and senior staff
  • May mentor Assistant Account Managers and/or other junior members of team and review their work.
  • Prepare presentations for client renewals.
  • Coordinate additional services with other teams, including Claims, Loss Control, Management Liability and/or Benefit groups.
  • Perform other tasks as assigned by management.
EDUCATION AND/OR EXPERIENCE
  • Minimum 5-7 years of relevant industry/work experience
  • Bachelor’s degree, or equivalent combination of education and experience
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
  • Appropriate insurance licenses; ability to obtain other licenses as required

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