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P&C Licensed Preferred but willing to train the right candidate.
DUTIES INCLUDE:
Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
Reviews and summarizes marketing results and prepares proposals;
Finalizes proposals and presentations in coordination with Producer;
Binds insurance coverage and prepares binders and/or delegate certificates issuance;
Reviews policies for accuracy and review contracts;
Prepares summaries and/or schedules of coverage for clients;
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
Engages in optimal and appropriate usage of applicable agency management systems;
