• Responsible for managing a book of Small to Mid-Market Commercial business
• Service all aspects of an account by taking inbound calls, consulting and advising clients on policy changes, and processing all additional paperwork
• Review the accuracy of policy documents prior to their delivery to the client
• Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
• Manage account documentation (i.e., routine inquiries, quotes, binders, statements of values, insurance contracts, endorsements, cancellations
• Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
• Maintains up-to-date workflow documentation and ensures workflows are followed
• Ensure accurate and timely servicing and billing of accounts
• Preparing comparison quotations on renewals where necessary, and in a timely manner
• Develop and maintain relationships with company underwriters
• Maintain positive working relationships with clients, staff, and other Departments

Qualifications:

• An active and in good standing RIBO license is required
• Minimum 2-8 years of commercial insurance experience
• Strong written, oral communication and presentation skills
• High attention to detail with strong organizational skills