Business Development Associate
3 weeks ago
- Process service requests in a timely and efficient manner.
- Prepare quality submissions to carriers on behalf of clients or prospects, ensuring accuracy and completeness.
- Review and analyze quotations received from carriers, identifying opportunities for cost savings and optimal coverage.
- Prepare professional and accurate proposals for presentation to clients, highlighting the benefits of our services.
- Prepare professional and accurate summaries for existing clients, highlighting their coverage and potential risks.
- Review endorsements for accuracy, ensuring that client needs are met.
- Process premium audits and assist clients in the event of a dispute, providing timely and effective resolution.
- Prepare certificates of insurance, ensuring that clients have the necessary documentation.
- Perform contract review with respect to insurance requirements, ensuring compliance and optimal coverage.
- Prepare and deliver timely binders and invoices upon binding of coverage, ensuring seamless transaction.
- Secure premium financing when needed, providing clients with flexible payment options.
- Review newly issued policies for accuracy before delivery to clients, ensuring that their needs are met.
- Follow-up in a timely and professional manner with all clients, carriers, producers, and peers, building strong relationships and ensuring client satisfaction.
- Maintain and prioritize workload, including work to be handled by Account Assistant, ensuring efficient and effective delivery of services.
- Conduct monthly renewal meetings with producers and other Account Managers on the team, ensuring collaboration and alignment.
- Maintain certifications and complete assigned training goals, staying up-to-date with industry developments and best practices.
- Maintain current knowledge of underwriting requirements and authority outlined by each carrier, ensuring optimal coverage and compliance.
- Perform other duties as assigned by the Team Manager, providing support and contributing to the team's success.
- Strong oral and written communication skills, with the ability to effectively communicate with clients, carriers, and peers.
- Demonstrated proficiency in MS Office: Word, Excel, Outlook, with the ability to utilize these tools effectively.
- Agency Management System Experience (AMS Sagitta preferred), with the ability to utilize these systems to streamline operations.
- Strong work ethic, with a focus on timely follow-up, team-oriented, proactive, detail-oriented, and dependable.
- Ability to work independently, with minimal supervision, and as part of a team, with a focus on collaboration and alignment.
- Resident State Agents License or ability to obtain one within 2 months, with a focus on compliance and optimal coverage.
- Insurance experience preferred, with a focus on industry knowledge and best practices.
- College degree preferred, with a focus on education and professional development.
- Salary Range: $60,000-$90,000 DOE, with a focus on competitive compensation and benefits.
We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more. We're an equal opportunity employer, with a focus on diversity and inclusion. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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