Overview In this role you will manage and nurture complex commercial client relationships across middle market accounts, providing leadership on insurance inquiries and coordinating with Producers. You will oversee daily operations, endorsements, and renewals, ensuring accurate coverage and timely communication with carriers. You'll support producers with technical expertise and guidance while driving high-quality service. This is a client-focused, team-driven position at a reputable insurance practice where your expertise shapes risk management for key accounts. A strong hook: your experience will directly impact retention and carrier negotiations for sophisticated commercial clients.
Responsibilities- Handle client and carrier inquiries about coverage, claims, and administrative issues, documenting actions per procedures
- Update applications and renewal information to reflect policy changes
- Request endorsements and resolve discrepancies to document changes in coverages
- Submit applications and loss runs to carriers and markets for renewal quotes and follow up
- Review quotes for coverage alignment with applications and prepare summaries for Producers and clients
- Communicate bind requests, confirm coverage, and issue binders
- Issue Auto IDs and create master certificates for new business, renewals, and changes
- Invoice policies, endorsements, and audits; manage premium finance agreements
- Assist insureds with audit disputes and guide resolution
- Assist clients with first reports of claims and monitor carrier responses
- Work with Accounting to resolve premium discrepancies and assist with cancellations as needed
- Process cancellations, investigate reasons, mitigate unpaid premiums, and follow up
- Produce reference materials and perform miscellaneous tasks as requested by Producers
Key requirements- Minimum 5 years of insurance experience
- Bachelors degree preferred
- Property and Casualty Insurance Agents License in Kansas or Missouri
- At least one advanced designation (CIC, CPCU, ARM) or actively pursuing
- Extensive knowledge of commercial insurance products and applications
- Understanding of insurance rating and underwriting procedures
- Strong oral and written communication to explain complex issues
- Excellent listening and attention to detail
- Ability to manage multiple tasks and priorities
- Strong relationship-building with Producers, companies, customers, and coworkers
- Team player in a fast-paced environment
- strong communication
- attention to detail
- relationship-building
- AMS360
- Microsoft Office (Excel, Word)
- Internet navigation
