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 premium
Responsible for retention of 95% on renewal book of business
Manage renewal list of accounts at 120 days in advance of policy renewal
Follow up and collect accounts receivables based on weekly accounts receivables report
Answer client inquiries on the book of business and provide support to Client Managers on their book of business
Market and communicate client accounts to Insurers
Handle claims inquiries from clients
Attend client and Insurer meetings/events as necessary
Issue certificates of insurance within 24 hours for assigned Client Managers and send to appropriate insurer
Generate/issue liability slips for renewals, endorsements and new business
Process documents: renewals, endorsements, and new business
Invoice and execute on premium finance contracts and premium allocations
Run MVRs/driver abstracts, CVOR, etc.
Generate applications/forms (e.g. SOV, Profits Worksheets etc.) with abeyance for follow up
Maintain and update premium comparisons, summaries, executive summaries (if applicable)
Perform Auto Quotes on Compu-Quote when required
Manage effectively the abeyance system
Creating policy binders to send out to clients
Other duties as assigned
REQUIREMENTS:
Minimum 1 to 2 years of commercial insurance experience required
R.I.B.O license required
Working towards C.I.P. or C.A.I.B. designation(s)
Strong attention to detail, time management and analytical skills
Ability to be a self starter with strong written and oral communication skills as well as organizational skills
Advanced skills in Outlook, Excel, Word and EPIC
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