Day to Day:
You will act as the primary service contact for your clients, overseeing renewals, coverage analysis, carrier negotiations, and all day‑to‑day policy servicing. This role offers a strong blend of technical insurance work, strategic client planning, and hands‑on relationship management. You will collaborate closely with Client Advisors, Account Executives, and carrier partners while working alongside a service pod of Account Managers and Associates.
Key Responsibilities Include:
Evaluate exposures, obtain quotes, negotiate terms, and finalize carrier offerings
Lead risk analysis, gather client information, and provide technical coverage recommendations
Determine markets aligned with carrier strategy
Prepare and deliver strategic renewal materials and carrier submissions
Bind coverage, review binding documents, and ensure accuracy
Maintain accurate account, policy, and contact data within EPIC
Process renewals, endorsements, cancellations, proofs of insurance
Generate standard client and carrier communications (BORs, proposals, pre‑renewal letters, etc.)
REQUIRED SKILLS AND EXPERIENCE
3+ years of Commercial P&C insurance experience (commercial line)
Strong understanding of commercial insurance coverages and guaranteed cost programs
Active Property & Casualty insurance license (In Ohio)
Proficient in EPIC and carrier portal systems
Has a book of business specifically for small companies
NICE TO HAVE SKILLS AND EXPERIENCE
Strong MS Office skills; Excel proficiency (formulas, formatting, templates)
High School Diploma or equivalent experience.