POSITION OVERVIEW:
Jones DesLauriers is hiring for an experienced commercial insurance broker who is committed to delivering great customer service with a focus on retention of accounts on an assigned book of business.
The Client Associate will play a central role in renewing existing accounts by serving JDIMI clients in assessing and fulfilling their insurance needs to the highest standards of satisfaction.
The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions.
This role will provide for additional responsibilities to the successful candidate who previously held a Client Coordinator level broker position and is looking for more challenges and authority over the book of business assigned.
RESPONSIBILITIES:
Handle a book of business of up to approximately $500,000 in premiumResponsible for retention of 95% on renewal book of businessManage renewal list of accounts at 120 days in advance of policy renewalFollow up and collect accounts receivables based on weekly accounts receivables reportAnswer client inquiries on the book of business and provide support to Client Managers on their book of businessMarket and communicate client accounts to InsurersHandle claims inquiries from clientsAttend client and Insurer meetings/events as necessaryIssue certificates of insurance within 24 hours for assigned Client Managers and send to appropriate insurerGenerate/issue liability slips for renewals, endorsements and new businessProcess documents:
renewals, endorsements, and new businessInvoice and execute on premium finance contracts and premium allocationsRun MVRs/driver abstracts, CVOR, etc.Generate applications/forms (e.g.
SOV, Profits Worksheets etc.) with abeyance for follow upMaintain and update premium comparisons, summaries, executive summaries (if applicable)Perform Auto Quotes on Compu-Quote when required Manage effectively the abeyance systemCreating policy binders to send out to clientsOther duties as assignedREQUIREMENTS:
Minimum 1 to 2 years of commercial insurance experience requiredR.I.B.O license requiredWorking towards C.I.P.
or C.A.I.B.
designation(s)Strong attention to detail, time management and analytical skillsAbility to be a self starter with strong written and oral communication skills as well as organizational skillsAdvanced skills in Outlook, Excel, Word and EPIC
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