Full Time Opportunity 13; General Description 13; Help empower results for our clients by delivering innovative and effective solutions as part of our P and C Practice Group. You will be responsible for providing customer service and insurance advice for a portfolio of commercial customers, soliciting of new business on existing accounts and support of Producer:led new business efforts.
Essential Duties and Responsibilities 13;
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Develop deep understanding of client operations and risk exposures.
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Identify specific client needs and develop innovative and cost:effective solutions working in team with Insurance Producer.
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Ensure that all recommendations developed throughout the risk management process are understood and handled by the customer.
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Serve as customers day:to:day point of contact for ongoing service needs. Coordinate and lead the strategy for the account renewal and the ongoing activity and requirements during the year, working with Insurance Agencies in the marketing process and the negotiations with the underwriters.
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Provide support to the Insurance Brokers with the prospective clients explaining features and merits of policies offered, recommending amount and type of coverage based on analysis of prospects circumstances.
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Provide support to Insurance producer in achieving sales budget and promotes selling of insurance products and services.
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Assist the customer during the claim process.
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Coordinate with the Claims Department and ensure smooth communication and coordination with the client. Review customers claims reports with the claims unit to identify risk and develop loss control reports/initiative that can mitigate the customers risk.
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Expand the existing insurance programs with our clients; develop and manage client relationships in order to increase penetration sales and cultivate new business opportunities.
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Gain and maintain a thorough understanding and knowledge of available Popular resources and solutions, and match those to client business requirements.
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Participates in special activities representing Popular Risk Services.
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Design and maintain the stewardship report prepared to fulfill the risk management services.
Education 13;
Bachelors Degree in Business Administration or other
Experience 13;
Minimum three (3) years of commercial insurance experience with a brokerage, preferably.
Certifications / Licenses 13;
The following certifications and/or licenses are recommended:
Property and Casualty Licenses
CISR or CIC Designation
Other Qualifications 13;
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Collects, researches and complements data; Synthesizes complex or diverse information.
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Demonstrates attention to detail; Applies design principles; Generate creative solutions.
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Identifies and resolves problems in a timely manner; Develops alternative solutions.
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Oral and written Communication in Spanish and English. Speaks clearly and persuasively in positive or negative situations; Demonstrates group presentation skills. Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively.
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Proficiency in Word Processing, Presentations, Spreadsheet, Internet, other related software.
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Knowledge of Insurance products, services, underwriting, and business laws and regulations.
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Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems. Knowledge of internal and competitors products and services to provide the quality in service advise.
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Demonstrate ability in project coordination, identification of business needs, work plan, budget control, time management, resource allocation, team management, status reports and implement changes. Must demonstrate leadership, logic, and reasoning skills.
Competencies 13;
Accountability
Analytical
