This is a fully remote position, open to applicants in Arizona, +1 more state.

📋 Description

• Prepare accounts for new business and renewals as instructed by the broker.

• Initiate renewal assessments to provide optimal client coverage and recommend client-retention actions.

• Assist brokers in developing market submissions and drafting quote cover letters.

• Review received documents to ensure accuracy.

• Foster relationships with brokers and proactively address business needs.

• Collaborate with brokers to enhance renewals and seek new business through client referrals.

• Develop new business strategies, proposals, and presentations.

• Assess and mitigate account risks.

• Ensure compliance with industry regulations and internal policies.

• Maintain precise data and documentation within internal systems.

• Generate reports on performance and portfolio trends.

• Work with internal teams to fulfill contractual obligations.

• Address invoicing issues with Premium Accounting stakeholders.

• Communicate regarding notices of cancellation.

⛳️ Requirements

• A minimum of 2 years of experience in the Insurance industry along with a Bachelor’s degree.

• Bachelor’s degree is required; preferred fields include Business Administration, Sales, and Risk Management.

• Other related disciplines or equivalent work experience will be considered.

• Must meet minimum requirements for state P&C and/or surplus line licenses.

• Certification as a Certified Insurance Service Representative (CISR) is preferred.

• A Commercial Insurance License (CIL) is preferred.

• Capability to execute trades, manage accounts, and navigate regulatory compliance.

• Proficiency in reviewing policy documents and invoices.

• Ability to assess and mitigate account risks.

• Competence in ensuring compliance with industry regulations and internal policies.

🏝️ Benefits

• Paid company holidays.

• Vacation days.

• Sick days.

• Personal days.

• Paid parental leave.

• Mental health services.

• Bonuses for eligible full-time positions.

• Benefits for eligible full-time positions.

• Reasonable accommodations for individuals with disabilities.