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Position Summary:

The CE is responsible for understanding client needs, developing tailored insurance solutions, and driving business growth through managing and expanding existing client relationships. The CE will generally act as a primary point of contact for clients, ensuring a high level of satisfaction and loyalty.

Essential Functions:

• Independently initiate, maintain, and enhance relationships with carriers, including regular in-person contact.
• Initiate, maintain, and enhance relationships with existing retail clients and prospects, including regular in-person contact, often accompanied by your broker or senior team members.
• Identify opportunities to expand services within existing accounts and retail relationships, driving business growth and client satisfaction.
• Stay informed about market appetites/capabilities, market trends, regulatory changes, and emerging risks to provide strategic advice to clients.
• Manage the marketing of both basic and complex accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team.
• Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations.
• Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and transparent updates to clients.
• Gather and develop complete loss summaries and analysis, as needed.
• Prepare superior-quality, error-free submissions, and effectively present this information to underwriters both verbally and in written form.
• Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify the same with the client and/or underwriter.
• Ultimately responsible for the quality, timeliness, and accuracy of quotes, binders, checklists, and other marketing file documentation for accounts they handle or oversee.
• Meet quality measurement goals and procedures by following internal Quality Management System (QMS) standards.
• Ensure all transactions comply with regulatory requirements and company policies, maintaining accurate records.
• Facilitate clear communication of coverage terms and all other information between clients and underwriters, ensuring the delivered policy aligns with client expectations.

Other Responsibilities:

• Collaborate with the Practice Group and broker team to effectively disseminate relevant information, foster continuous improvement and innovation, and actively contribute to the enhancement of the company?s reputation.
• Use experience to proactively suggest ways to improve efficiencies, client deliverables, etc.
• Provide training and ongoing guidance to Production Assistants, Production Associates, Associate Brokers, and/or Senior Associate Brokers, supporting their professional growth and development.
• Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
• Perform other work-related duties as assigned by broker and/or management.
• Prepare and present seminars or sales presentations and/or continuing education classes as required.