Insurance Sales - Inside - Business Insurance

Under the immediate direction of the AccessPlus Manager, the AccessPlus Commercial Lines Account Placement Specialist is responsible for the placement of new business accounts on behalf of the agent. This position works closely with the account manager, agents and insurance carriers to streamline the delivery of information on new and renewal insurance policies. This position requires a high level of prioritization and organizational skills as well as exceptional interpersonal skills.

Essential Duties and Responsibilities:

• Review new business applications as distributed by processor for completeness
• Identify and proactively contact responsible agent to obtain any missing information and/or receive clarification on any information needed to quote the account
• Generate quotes online with appropriate companies; or submit to appropriate carriers depending on the carrier’s processes
• Forward quotes as received to ISM for their review
• In the event standard markets are not available, seek and provide complete information to ISM for alternative coverage options
• Review binding applications for appropriate information and forms
• Issue policies through insurance carrier’s website upon receipt of all required documents from the agent and verification that verifies all items are complete
• Actively engage and mentor new agents with respect to the completion of applications, insurance products available in the marketplace and insurance companies that are able to provide said insurance products
• Meet and/or exceed all assigned submission and premium goals on an annual basis
• Meet and exceed all required time standards on a weekly, monthly and yearly basis
• Proactively communicate and collaborate with external and internal customers to assess and meet information needs
• Successfully engage in multiple initiatives simultaneously
• Able to work collaboratively with others (internally and externally) to achieve common objects, goals and results
• Other duties as directed by management