PRIMARY OBJECTIVE:

To independently develop and manage a specific number of assigned accounts (complex to most complex) and to direct the management of these accounts in a manner that promotes an excellent level of service and profitability. To participate in the sales process; may have independent production responsibilities as assigned.

DUTIES & RESPONSIBILITIES:

1. Oversee, analyze and evaluate clients risks; review coverages to ensure quality of risk placement. Recommend needed changes in coverage when required due to change in exposure, marketplace and general improvement of insurance program.
2. Demonstrate an in-depth understanding of coverages and policy terms and be able to clearly articulate this information as needed.
3. Manage day to day processing of endorsements, coverage/policy changes, billings, certificates, audits and general correspondence. Direct assistant/account technician to assist in completion of client requests.
4. Develop and maintain professional relationships with Client, support staff, insurance markets and other Venbrook staff.
5. Keep client files in order; document all account activities in a manner which is clear and understandable by others.
6. Marketing Renewals and New Business
7. Prepare underwriting insurance specifications, assist producer in the selection of markets, and submit specifications to markets in a professional and timely manner. May coordinate client calls with or without producer assistance.
8. Negotiate with insurance company in matters of coverages and rates to obtain most comprehensive coverage and competitive pricing for clients and Venbrook.
9. Assess and act upon opportunities to develop additional account revenue by cross selling additional coverages or referrals.
10. Follow up with markets and monitor the quote/underwriting process to ensure that we are meeting the necessary time frames established.
11. Prepare coverage letters, check policies for accuracy, and direct technical assistant to issue binders, process invoices and set up files.
12. Maintain and update knowledge of industry trends, marketplace, and appetites of carriers. Share information with others as needed.
13. Assist other producers and or departments on sales calls/opportunities to present coverages or departmental presentations.

COMPETENCIES:

1. Oral communication- Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions.
2. Written communication- Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively.
3. Teamwork- Balances needs of team in additional to individual responsibilities; willing to assist others when needed.
4. Presentations skills- able to independently organize and conduct client or carrier presentations as required. Maintain a Professional appearance.
5. Problem Solving- Identifies and resolves problems in a timely manner. Develops alternative solutions; maintains composure and a professional manner even when dealing with difficult situations or clients.
6. Committed to following company procedures: demonstrates ethical behavior in all business dealings.
7. May be assigned the training and development of others.
8. In depth technical knowledge of coverages-minimal or no supervision needed.
9. Sales skills- negotiating skills and ability to identify opportunities to increase revenue.

1. Highly alert to the needs of the client; Consistent and continuous service to the client and carriers. Manages difficult or emotional customer situations; Acts in a diplomatic manner and responds promptly to customer needs. Meets all commitments. Utilizes a creative approach to solving problems when a traditional approach is not able to solve the issue.

1. Proficient in common Microsoft Office applications – Word, Excel, etc.
2. AMS 360 experience required.

EDUCATION & EXPERIENCE:

• BA/BS preferred
• Minimum 5 years of related work experience
• California Brokers Property/Casualty License
• CIC preferred