Accounting
Company: Intelligent Staffing
Location: Camden
Posted on: June 15, 2022
Job Description:
Description Client is Conner, Strong & Buckelew - Up to 90K -
Hybrid, mostly remote! Job Summary Responsible for the daily
account servicing activities of Clients, including new and renewal
business processes. Serves as the procedural and technical resource
for the Service Team and is involved in retention of business,
rounding of accounts and Client meetings as directed by the Account
Executive. Principal Responsibilities
- Assists in the management and retention of the assigned book of
business; meets with Clients and ensures that all
needs/requirements are met.
- Pursues new opportunities including rounding of accounts for
all lines of coverage available in current book.
- Participates in Renewal Marketing Strategy meetings with
Account Executive and Producer.
- Prepares Renewal Submissions to Insurance Carriers and follows
up to ensure timely receipt of quotations.
- Negotiates Renewal Terms and Conditions with Insurance
Carrier.
- Prepares Renewal Proposals using approved Standard
Documents.
- Oversees renewal Binding instructions to Carrier(s).
- Reviews complex Certificate of Insurance requests and
Contracts.
- Reviews Policies for accuracy in accordance with bound terms
and conditions. Completes Policy Checklist before transmittal of
Policies to Client.
- Communicates with Account Executives and/or Producers on any
issues/concerns impacting Clients.
- Remains current on industry changes, technical and industry
specific developments such as market conditions and carrier
appetites that could affect customer service.
- Promote teamwork and commitment to department/corporate goals.
Other Functions
- Attends various internal and external meetings, as
required.
- Adheres to Company Policies, Procedures and other
Guidelines.
- Other duties as assigned.
- Oversee accuracy of data in Sagitta and WorkSmart. Requirements
- Bachelor's degree or equivalent work experience preferred.
- Three to seven years (depending on experience and performance)
minimum of Commercial Multi-line Property & Casualty Brokerage
experience.
- Proficiency in Microsoft Office Products; Word, Excel and
PowerPoint required.
- Self-starter, flexible and able to multi-task with minimal
supervision.
- Strong problem solving, interpersonal, analytical, verbal and
written communication skills.
- Knowledge of Document Management System (WorkSmart)
preferred.
- Knowledge of Agency Management Systems (Sagitta)
preferred.
- Ability to provide effective on-the-job training and to work
flexible hours.
- Ability to develop and manage key relationships at all levels
within the Conner Strong organization along with outside Clients
and Carriers.
- Ability to work in an ever-changing high pressure organization
/ environment. Specialized Knowledge and/or Licenses Property &
Casualty Producer License ARM, CIC, CPCU and other specialized
designations as appropriateJob Requirements:DescriptionClient is
Conner, Strong & Buckelew - Up to 90K - Hybrid, mostly remote! Job
Summary Responsible for the daily account servicing activities of
Clients, including new and renewal business processes. Serves as
the procedural and technical resource for the Service Team and is
involved in retention of business, rounding of accounts and Client
meetings as directed by the Account Executive. Principal
Responsibilities
- Assists in the management and retention of the assigned book of
business; meets with Clients and ensures that all
needs/requirements are met.
- Pursues new opportunities including rounding of accounts for
all lines of coverage available in current book.
- Participates in Renewal Marketing Strategy meetings with
Account Executive and Producer.
- Prepares Renewal Submissions to Insurance Carriers and follows
up to ensure timely receipt of quotations.
- Negotiates Renewal Terms and Conditions with Insurance
Carrier.
- Prepares Renewal Proposals using approved Standard
Documents.
- Oversees renewal Binding instructions to Carrier(s).
- Reviews complex Certificate of Insurance requests and
Contracts.
- Reviews Policies for accuracy in accordance with bound terms
and conditions. Completes Policy Checklist before transmittal of
Policies to Client.
- Communicates with Account Executives and/or Producers on any
issues/concerns impacting Clients.
- Remains current on industry changes, technical and industry
specific developments such as market conditions and carrier
appetites that could affect customer service.
- Promote teamwork and commitment to department/corporate goals.
Other Functions
- Attends various internal and external meetings, as
required.
- Adheres to Company Policies, Procedures and other
Guidelines.
- Other duties as assigned.
- Oversee accuracy of data in Sagitta and WorkSmart. Requirements
- Bachelor's degree or equivalent work experience preferred.
- Three to seven years (depending on experience and performance)
minimum of Commercial Multi-line Property & Casualty Brokerage
experience.
- Proficiency in Microsoft Office Products; Word, Excel and
PowerPoint required.
- Self-starter, flexible and able to multi-task with minimal
supervision.
- Strong problem solving, interpersonal, analytical, verbal and
written communication skills.
- Knowledge of Document Management System (WorkSmart)
preferred.
- Knowledge of Agency Management Systems (Sagitta)
preferred.
- Ability to provide effective on-the-job training and to work
flexible hours.
- Ability to develop and manage key relationships at all levels
within the Conner Strong organization along with outside Clients
and Carriers.
- Ability to work in an ever-changing high pressure organization
/ environment. Specialized Knowledge and/or Licenses Property &
Casualty -Producer License ARM, CIC, CPCU and other specialized
designations as appropriate
Keywords: Intelligent Staffing, Camden , Accounting, Other , Camden, New Jersey
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