Purpose of Job:

To manage new business requests and secure annual renewals for new and renewal accounts.
To work with Account Executives with tasks needed to provide top level service to RIA commercial clients/prospects.

Responsibilities:

Manage a renewal book of business assigned by the agency
Quote accounts online
Communicate professionally with colleagues, clients & company partners
Work with Account Executives on new and renewal accounts
Accompany Account Executives on client visits when requested
Prepare submissions and communicate with the necessary markets
Distribute certificates
Prepare information received for quoting purposes
Further career development through continuing education and obtaining designations

Job Qualifications:

Performance Measurements:

Semi-annual performance reviews will be conducted which entail, but are not limited to, new business production, processing efficiencies, workload management and account retention.

Benefits:

401k Match
Profit Sharing
Section 125 - Daycare, Health, Dental & Vision
35 Hour Work Week
Vacation
PTO
7 Paid Holidays & Birthday off
HSA Health Insurance - 100% of Employee Paid
$50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
Licensing & CE Scheduled & Paid by Agency
Group Long Term Disability - at your cost
Group Dental - at your cost
Group Vision - at your cost
Aflac Benefits - at your cost
LegalShield - Shared cost

Reliable Insurance Agency