EDUCATION AND/OR TRAINING:

• Bachelor’s degree or equivalent work experience preferred
• Proficient in the use of various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint etc.)
• Must hold a current Resident State license for Property and Casualty
• CISR preferred or current pursuit of a Professional Designation

RELEVANT WORK EXPERIENCE:

• 3-5 plus years of Account Management work in a Commercial Brokerage environment with job duties inclusive of Claim Data analytics, Client Services, application and proposal generation, Coverage need determination.
• History of working in a team environment a plus
• Experience using a P&C Brokerage CRM
• Working knowledge of core Property and casualty coverages
• Basic knowledge of Executive Liability Coverages
• An understanding premium development & rating methodology
• Experience in interpreting contractual language as it relates to insurance
• Ability to read and digest financial statements.
• Commercial Insurance Experience is a must.

Planning/Organizing/Managerial Knowledge:

• Strong math, organization, critical thinking, and problem solving skills
• Proactive, organized approach to multitasking and prioritization
• Independent of Supervision effectively manages time and consistently meets deadlines Ability to recognize patterns and trends in large data sets and use numerical information to develop business strategies
• Demonstrates accuracy, thoroughness and effectiveness in work
• Demonstrates attention to detail and commitment to doing quality work
• Adjusts quickly to new or changing assignments, processes and people
• Displays professionalism and remains composed when faced with challenges
• Learns from experience; modifies behavior to be more effective
• Recognizes one’s own strengths and opportunities for growth
• Able to break down problems and analyze for possible solutions.
• Looks to improve efficiency and accomplish objectives within own area
• Ability to grow and understand the key business drivers; uses this knowledge in own work. Expands fundamental knowledge in own function and broadens skills
• Decisions are guided by policies and procedures; receives moderate guidance and oversight from manager

COMMUNICATING & INFLUENCING SKILLS:

• Developing knowledge of negotiation strategies
• Developing analytical and problem-solving skills
• Personal skill set to establish and nurturing individual relationships at both the client and carrier level.
• Able to interact comfortably both over the phone and in person with insurance underwriters and brokers, prospects, clients, referral sources, business colleagues, both in and outside of the Holman group of companies.
• Ability to communicate complex insurance and contractual policy language in a manner easily understood by a layperson
• Gathers, clarifies, and applies information to provide timely and effective responses to the needs of both internal and external customers
• responds to non-standard requests; investigates with assistance from others as needed
• Strong research and presentation skills
• Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment.
• A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation. Candidates must be outgoing and able to inspire and motivate potential referral sources.
• Dedicated to delivering exceptional customer care to all prospects and clients of the business.
• Good written and verbal communication skills.
• Demonstrates consistency between words and actions
• Consistently earns trust, loyalty and respect of others
• identifies and removes barriers to effective teamwork
• Listens openly and carefully to others’ ideas and suggestions; respects opposing points of view

Provide technical support to internal and external clients as it relates to placing and servicing of Commercial Insurance coverage for the Middle Market clients inclusive of:

• liaison to optimize quality of service, business growth, and customer satisfaction.
• Disseminate appropriate needs of client as it relates to Commercial Lines Insurance
• Assist in marketing Carriers for appropriate coverage
• Facilitate requests and needs of Carriers on behalf of clients
• Manage client’s Claims inclusive reporting, advocacy and analytics

Coverage knowledge includes (but is not limited to) Business Owners Policies, Commercial Package, Mono Line Property, Mono Line Commercial General Liability, Inland Marine, Business Auto, Umbrella, Workers Compensation.