Job Description

• Manage an assigned book of business, assisting with policy changes, renewals, and new business marketing.
• Work with top insurance carriers to secure the best coverage for clients.
• Strengthen client relationships and provide proactive support.
• Maintain accurate records and policy documentation.
• Assist Producers in all aspects of servicing and marketing of new & renewal business, beginning to end.
• Manage an assigned book of business and build, expand, and solidify relationships with existing clients.
• Create professional-quality Risk Management Summaries/Proposals and Annual Reviews for clients via Nexsure, Word, and Adobe.
• Participate in meetings and calls to assist in the development of client presentations; provide loss analysis for Client.
• Develop and maintain positive relationships with insurance company underwriters and representatives to effectively market new and renewal businesses as directed by producers.
• Manage all policy and client-related correspondence documentation within the agency management system (Nexsure)

• Experience in Customer Service, Client Support, or Account Management (Insurance or Personal Lines or Home & Auto Insurance Knowledge Preferred).
• Experience in Customer Management and Retention
• Administrative, Documentation or CRM Background
• Tennessee P&C License (We assist you in getting your License)
• Customer Service, Sales, or Client Relations Experience
• Problem-Solving, Detail-Oriented and Strong Communication Skills

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