Job Description

Job Description

Job Description

Management

• Establish and help to achieve annual Commercial Production goals

• Looks for opportunities to grow a business, through partnerships or new initiatives, and works to take

advantage of those opportunities.

• Analyze sales and other reports that give insight into how production goals can be adjusted to achieve

production goals and improve performance.

• Works with Carrier partners to maintain and build relationships, establish annual production goals,

schedule periodic carrier meetings, and maintain carrier appointments.

• Works efficiently and calmly on tight deadlines or as other stress factors arise,

• Assists President and works as a member of a cohesive team.

• Accepts extra duties as situations arise.

Department

• Manages daily company operations and resolve issues,

• Coaches and conduct training for agents and employees on best practices for managing accounts,

workflow and handling daily issues and tasks.

• Coach and train department on policy risks analysis and making recommendations based on a thorough

analysis of all factors involved in a business situation,

• Manage House accounts by conducting annual risk analysis, make recommendations for additional

coverage, market and solidify coverage after presenting proposal to Finance Enterprise Audit

Committee,

• Examine company rules to make sure they stay relevant and makes recommendations and implement

necessary change.

• Establish individual performance goals, track performance over time and completes annual

Performance based on results.

Agent Services:

• Oversee that agent services are being performed by Account Managers and Assistant Account

Managers with accuracy and within standard turn around period.

o Pre-underwrite new and renewal risks. Prepare quotation as needed, prepare, and submit

applications to carriers and/or complete quote and bind process using carrier’s online process.

Update Agency Management system accordingly.

o Pre-underwrite endorsements prior to processing to insurance carriers and/or endorse changes

using carrier online systems. Update Agency Management system accordingly.

o Work with carrier to seek approval to reinstate risks.

o Issues proof of insurance and vehicle identification cards accordingly.

o Respond to carrier underwriting requests.

o Provide customer service to policyholders in the absence of the agent.

o Perform other duties as assigned.

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