Provide support to sales producers in developing new business opportunities for existing clients and prospects; analyzing client needs, coverage forms and quotations with a focus on Workers Compensation primarily in our NYS Safety Group Unit.
Initiate renewal process for existing clients and discusses and creates renewal strategy with sales producers, processes renewals in coordination with sales producers according to agency procedures
Conduct marketing, negotiate rates, review quotes and coverages for competitiveness and accuracy
Review and summarize marketing results and prepare proposals
Finalize proposals and presentations in coordination with producers
Bind insurance coverage and prepares binders and or delegates certificates issuance
Review policies for accuracy and reviews contracts.
Prepare summaries and/or schedules of coverage for clients
Schedule appointments with clients as requested by sales producers
Identify exposure to loss and recommends appropriate coverages in coordination with sales producers
Occasionally accompany sales producers on prospect and client meetings as requested by sales producers
Complete applications in coordination with sales producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies
Order and issue binders, certificates, policies, endorsements and other related items; verify their accuracy; forwards them to client with appropriate correspondence
Prepares summaries of insurance, schedules and proposals for clients and prospects when needed
Reviews audits of policies; verify accuracy and facilitates corrections, as needed, between client and carrier.
Verifies policy and policy change information, facilitating corrections when necessary
Determine reasons for requests for cancellations; acts to save accounts; notify sales producer.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Requirements
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
Applied Epic Agency Management experience preferred but not required.
Strong knowledge of NYS Workers Compensation and NYS Disability
Education and/or Experience:
High School Diploma or the recognized equivalent is required
Minimum 2+ years' experience in the Commercial insurance industry or similar role, required
Active P&C License
#LIAC1
Pay Details:
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
... and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com .
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
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Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible scheduleEquity / stock options
Acrisure · 300 Linden Oaks Suite 210 1st Floor - Rochester, NY