Commercial Insurance New Business Representative

SummaryObjectiveThe Commercial New Business Representative will work directly with sales agents, internal account executives and agency clients ensuring they receive competitive, comprehensive insurance offerings for new business, and thorough review of existing policies when applicable.Essential FunctionsReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.• Build application packets for sales team• Work with sales team to review best coverages for accounts• Market accounts to insurance carriers in an efficient manner that satisfies business and sales team needs• Promptly and accurately respond to underwriting questions• Negotiate with carriers on agency and client behalf• Meet turnaround time expectations as determined by sales agent and internal guidelines• Properly record and retrieve data using the agency management system• Remotely send accounts for signature and binding• Provide timely invoicingbillingpayment receipt information to accounting to avoid lapse in coverage or late penaltiesCompetencies• Understanding of Commercial Insurance Rating Factors• Understanding of Carrier Guidelines and Appetites• Communication proficiency in person and by phone with team members and insureds• Proficiency forming emails to clients and responding to team member requests• Ethical Conduct• Flexibility• Initiative• Time ManagementRequired Education and ExperienceBachelor's Degree in Risk Management or Insurance OR Bachelor's Degree in business or related field with four years work experience OR an equivalent combination of direct education and experience in the field of insurance440 Insurance LicensePreferred Education and Experience220 Insurance License2+ Years industry experience in commercial underwriting andor servicingCommercial department experience at an independent agencyAdditional Eligibility QualificationsProficiency with Microsoft Outlook, Word, Excel and AMSTyping proficiency at 40+ wpm

Created: 2025-02-22