SUMMARY: 

　　To perform this job successfully, an individual must be able to perform each essential duty satisfactorily 

　　The requirements listed below are representative of the knowledge, skill, and/or ability required 

　　Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions 

　　ESSENTIAL DUTIES AND RESPONSIBILITIES: 

　　Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients

　　Assists clients with policy coverages and related questions. 

　　Reviews the policy coverages for potential gaps and other needs of the policyholder

　　Works with Producers to assist client with the service needs mentioned above

　　Renews and retains assigned accounts. Conducts renewal process working with Producers, if applicable, to provide the best possible options for our client

　　Provide client with additional coverage options

　　Maintains client files in appropriate systems and provides standard office/administrative support

　　Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends

　　Other duties as assigned Service 

　　Consistently establishes and maintains high levels of trust and confidence with clients by EDGEWOOD PARTNERS Insurance Center

　　Marketing 

　　Work with Placement Department and Producers to properly transition new business written

　　For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies

　　If needed, enter policy information into carrier websites for quote options.

　　Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers

　　Present quote options to the client and/or Producer, if applicable

　　Bind and issue policies in carrier websites or order policies from underwriters

　　Other duties may be assigned

　　Personal and Organizational Development 

　　Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities

　　Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts

　　Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation

　　Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company

　　Stay informed regard industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance

　　Work effectively to resolve problems or enhance service in a timely manner

　　Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands

　　Ensure expert knowledge is maintained

　　Other duties may be assigned

　　KEY COMPETENCIES: 

　　initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues

　　Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner

　　Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs 

　　Assist clients in making coverage changes 

　　Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity

　　Other duties as assigned by EDGEWOOD PARTNERS Insurance Center

　　EDUCATION and/or EXPERIENCE: 

　　High school diploma or G.E.D. equivalent required. College degree preferred

　　Two or more years’ experience in mid-size brokerage or carrier

　　Must have working knowledge of a variety of Microsoft Office computer software applications to

　　include word processing, spreadsheets, database, and presentation software.

　　Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands

　　Must have high level of interpersonal skills to handle sensitive and confidential situations 

　　Position continually requires teamwork, demonstrated poise, tact, and diplomacy

　　CERTIFICATES, LICENSES, REGISTRATIONS: 

　　Indiana Property & Casualty License

　　Valid Driver License

　　PHYSICAL DEMANDS: 

　　The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to 

　　enable individuals with disabilities to perform the essential functions 

　　While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear 

　　Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus 

　　Ability to travel independently to clients; some air travel may be required 

　　WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: 

　　Full knowledge of Property Casualty lines of coverage and services

　　Recognize problems and respond appropriately

　　Able to analyze situations logically in order to draw solid conclusions

　　Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects

　　Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel

　　Strong attention to detail and time management abilities

　　Strong ability to multi-task and assign priority

　　Ability to work effectively and efficiently both with and without direct supervision

　　Ability to work effectively and efficiently in a team environment as well as independently

　　Strong interpersonal communication skills, both written and oral

　　WHY JOIN US? 

　　14th Largest Broker in US

　　Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

　　EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.

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