Essential Duties and Responsibilities include the following. Other duties may be assigned.
Collect rate information from agents regarding excess/surplus lines or Brokerage type insurance; make sure all applications are complete; get complete applications to companies; call agents back with quote.
Key data into the computer system regarding new business, changes, and renewals for Brokerage policies and maintain spreadsheet program.
Figure renewals for Brokerage policies.
Mail brokerage policies to insureds, mortgage companies, and agents. Mail additional policy items, such as, declarations, endorsements, renewals, certificates, etc.
Assist in underwriting Brokerage policies, if necessary. Assist others in the department, as needed.
Act as working supervisor of Brokerage department; Assists agents and CSRs by providing guidance and training.
Assist in reviews analyses of activities, costs, operations, and forecast data to determine department or division progress toward stated goals and objectives.
Confers with Brokerage Director, Agency staff and other administrative personnel to review achievements and discuss required changes in goals or objectives resulting from current status and conditions.
Directly supervises employees in the Brokerage Department. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
To perform the job successfully, an individual should demonstrate the following competencies:
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Visionary Leadership - Displays passion and optimism; Inspires respect and trust; Mobilizes others to fulfill the vision; Provides vision and inspiration to peers and subordinates.
Change Management - Communicates changes effectively; Prepares and supports those affected by change.
Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.
Managing People - Includes staff in planning, decision-making, facilitating and process improvement; Makes self available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Continually works to improve supervisory skills.
Business Acumen - Understands business implications of decisions; Aligns work with strategic goals.
Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Conserves organizational resources.
Diversity - Shows respect and sensitivity for cultural differences.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Organizational Support - Follows policies and procedures; Supports organization's goals and values.
Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Adapts strategy to changing conditions.
Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Makes timely decisions.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Qualifications 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.
Education and/or Experience
Current Property & Casualty Producer’s License is required.
Bachelor of Science or other 4-year degree from accredited university.
5+ years related experience and/or training; or equivalent combination of education and experience. Commercial insurance experience strongly preferred.
Worker is expected to participate in continuing education program(s) and/or participate in cross-training for other lines of business, if needed.
Certificates, Licenses, Registrations
Current Property & Casualty Producer’s License required.
CPCU Designation is preferred.
Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
Excellent knowledge of the insurance regulatory environment.
Knowledge of economic and accounting principles and practices, and reporting of financial data.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The worker is regularly in a typical office environment and is not exposed to adverse environmental conditions. The noise level in the work environment is usually moderate.
Benefits include Medical, Dental, Vision, 401K, Life Insurance, PTO & Paid Holidays.
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