Commercial Account Handler

• Assists in all aspects of servicing and developing new and renewal business
• Strong focus on Property both residential and commercial and who understands the technical aspect of managing and placing property risks both individual and portfolio
• Good connections and an understanding of the local insurer market
• Travels as needed to meet with clients, and provides assistance in the production of new accounts when required
• Serve as an overseer for communication and service with clients
• identify and coordinate appropriate internal value-added resources on a client-to-client basis
• Works collaboratively with Introducers, Insurance Consultants, Claims Manager and Support Personnel for the development and delivery of risk summaries, reports, loss analysis/experience information for clients, etc.
• Produces revenue through cross-sales to new and existing clients
• Effectively coordinates with multiple Introducers and team members to accomplish production, retention, and customer service goals
• Develops and maintains positive relationships with insurance company underwriters and representatives to effectively market new and renewal business
• Coordinates the efforts of the Account Manager and Technical Support to service clients efficiently
• Works closely with Account Manager to ensure service, review, and sign off of policies, endorsements, audits, certificates, etc. are performed in a timely and accurate manner
• May handle all aspects of client relationships on certain accounts
• Mentors staff as required
• Other duties as assigned from time to time

• At least 5 years of professional experience in Commercial Insurance
• Proficiency in Excel, PowerPoint, and MS Outlook
• Essential proficiency with Acturis
• Professional qualification preferred (CII, CIC, CRM, etc.) or willingness to pursue

Professional qualification preferred (CII, CIC, CRM, etc.) or willingness to pursue