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Home > Fort Lauderdale jobs > Fort Lauderdale accounting/financial

Posted: Friday, December 29, 2017 3:07 PM

Job Description:/h3:
Position Summary
Work with clients and effectively manage the activities, tasks, reports, documents, relationships and communications required to bind new business and retain existing business in a manner that promotes excellent service and profitability. This role is expected to analyze risks for appropriate coverage and placement in the market, negotiate with carriers to obtain beneficial rates and terms for clients and the company and establish and maintain positive relationships with internal and external customers and business partners.
Essential Duties and Responsibilities
Collect and review applications for accuracy and completion including required signatures and dates. Obtain missing information. Collect and review supporting information and documents such as supplemental applications, loss history, photographs, and website information.
Assess risks and determine appropriate markets in partnership with producers. Organize applications and supporting information and prepare submissions. Send submissions to selected markets. Establish due dates and diary for follow ups to meet deadlines.
Respond to requests from markets for additional or missing information so as to expedite accurate and timely quotes.
Negotiate terms, conditions, rates, premiums, commissions with underwriters as directed by managers. Prepare quotes for delivery to clients.
Own and coordinate the renewal cycle for assigned accounts. Maintain diary of activities to ensure renewals are marketed and bound prior to expiration. Assertively manage expiration lists to ensure all renewals are effectively addressed on time.
Proactively guide policyholders and producers through the placement process to alleviate concerns. Anticipate obstacles and apply advanced knowledge and experience to provide resolution. Counsel policyholders on policy terms and conditions.
Accept orders to bind and alert carriers. Obtain, review and process binders and policies within 30 days of the effective date. Prepare documents for delivery to clients or producers. Ensure premiums and commissions are accurately and expeditiously booked.
Full utilization with Account Manager Assistant of Resource Pro for low value tasks.

Provide responsive, timely and exemplary service to clients throughout the policy life cycle including before, during and after effective dates. Effectuate changes to policies and obtain documentation to ensure all parties to the policy contract are properly advised and made aware of implications of changes.
Discern potential E and O situations or service challenges and alert management accordingly.
Effectively interact with internal customers to provide account information to units such as IT, Accounting, Claims and Loss Control.
Accurately enter data into various systems to ensure files are complete and up to date. Maintain complete data integrity in systems at all times and in accordance with established procedures and protocols.
Compile data into detailed management reports and client reviews. Provide technical and administrative support to managers.
Communicate professionally with clients, producers, brokers, carriers and service providers via telephone, email, fax, written correspondence and in person as needed.
Review loss runs and results from carriers to authenticate information. Ensure accuracy and advocate for status updates.
Develop and maintain good working relationships with producers and business partners.
Responsible for marketing new business under 5,000.
Experience, Education and Skills
Bachelors Degree preferred.
Maintain a current state issued property and casualty license.
Minimum 5:7 years of commercial insurance experience a must.
Good working knowledge of MS Office Suite (Word, PowerPoint, Excel, and Outlook).
Excellent interpersonal and communications skills; ability to communicate complex ideas effectivel

Source: https://www.tiptopjob.com/jobs/76541929_job.asp?source=backpage


• Location: Ft Lauderdale

• Post ID: 75533257 ftlauderdale
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