Wholesale Insurance Consultant

5 days ago


San Francisco, California, United States Insurance Search Specialists Full time

Job Description: As a Commercial Insurance Professional, you will be responsible for working closely with our clients to maintain and update their account data, liaise with retail agency staff and underwriters, and prepare submissions for the market.

Responsibilities:

  • Maintain accurate client data across all platforms
  • Liaise with retail agencies and underwriters to ensure precise account details
  • Prepare accounts for renewal, engage in new business solicitation or renewals as instructed by the broker
  • Draft quote cover letters for agents and ensure accuracy of policies and documents received
  • Support in managing account transactions, including processing and preparation of necessary documents
  • Address and resolve billing discrepancies with the Premium Accounting department
  • Communicate with Premium Accounting to handle cancellation notices effectively
  • Ensure timely notification of claims to the claims department
  • Undertake essential administrative tasks, including filing, copying, printing, and managing files

Requirements:

  • Experience with commercial insurance in a retail or wholesale environment
  • Ability to understand and analyze insurance policy components
  • Knowledge of risk profiles associated with clients
  • Excellent written and verbal communication skills
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