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This role is responsible for designing, marketing, and implementing middle‑market insurance programs for clients. It involves leading strategic planning discussions to recommend risk‑transfer solutions, coordinating services between clients and insurance carriers, and providing ongoing consulting and advice.
Job Responsibility:
Design, market, and implement middle‑market insurance programs for clients
Lead strategic planning discussions to recommend risk‑transfer solutions
Coordinate services between clients and insurance carriers
Provide ongoing consulting and advice
Develop knowledge of a client’s business and industry
Identify client’s exposure to loss
Lead in the development of a marketing plan
Negotiate with underwriters
Create insurance proposal
Monitor the risk transfer process
Accurately complete the Renewal Information Request
Develop and maintain relationships with underwriters and service providers
Develop and maintain client service plans
Respond to client requests
May be responsible for the work of others
Provide performance related feedback
Participate in identifying new business opportunities
Attend Continuing Education classes
Requirements:
College degree (preferred)
6+ years of experience in the industry
Licensed as a Producer of Property and Casualty in applicable state