Licensed Insurance Representative
Candidates are required to have a State of Florida 4-40 or 2-20 property and casualty general lines insurance license. Assists Account Executives and/ or Hybrid Account Executive/Brokers) on assigned accounts, managing key processes that serve clients and undertaking the client-facing and internal activities related to these processes. Account Specialists will also assist Brokers as necessary particularly on Commercial Risk business.
Maintains effective and productive relationships with clients. Performs account servicing functions including miscellaneous office duties in support of account servicing. When not performed within a broking unit, gathers and analyzes data on exposures, loss history and standard and unique coverage needs for submissions with the Brokerage Unit. Manages client open items lists and responds to client ad-hocrequests.
Gathers and analyzes data and drafts assigned elements of client service plans, stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.
Working hours: 8:00 AM - 5:00 PM
Bachelors Degree or equivalent with Risk Management preferred
CIC, CPCU, or ARM preferred
While no prior experience is required, typically at least 1 year of successful business experience, preferably with corporate accounts/customers. Proficiency in PC office products such as Word, PowerPoint, Excel and Outlook is required.
Evidence of ability to become proficient in the use of client specific software tools.
Required shift is full-time, 8am - 5pm M-F
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