Job Description

Responsibilities:

• This position is primarily responsible for providing accurate and professional customer service to assigned commercial customers with a book consisting primarily of technology and entrepreneurial growth-oriented companies 
• Responsible for helping achieve department and organization revenue growth goals, through customer retention and collaboration within the department and organization
• Maintains a positive attitude and establishes effective relationships with clients, carriers, and agency personnel
• Complies with client service deliverable standards, including managing policy reviews, certificate requests, and endorsements
• Maintains a thorough understanding of commercial P&C insurance exposures/rating/coverage and forms
• Maintains confidentiality of all client information in accordance with agency privacy guidelines
• Complies with E&O prevention/Quality Management guidelines and to meet customer service standards
• Reviews contracts
• Assists with mergers and acquisitions insurance processes

Requirements:

• Bachelor's degree (B.A.) from four-year College or equivalent preferred
• 5-10 years retail insurance agency experience and/or training; or equivalent combination of education and experience
• Must be familiar with private company mergers and acquisitions activity including interactions with venture capital and private equity
• Experience handling accounts where major exposures and coverage lines consist of management liability, professional liability, technology E&O, and cyber.
• Highly detail oriented
• Candidate must be comfortable in client facing situations, renewal meetings, and presentations

Compensation Package:

• Hybrid Role (At least 3 days in-office)
• Profit Sharing potential
• A commitment to community involvement through volunteering, local giving
• Medical, Vision and Dental Insurance Plans
• 401K match
• An environment that focuses on employee wellness through the PTO policy, Employee Assistance Program, and flextime

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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