OPPORTUNITY:

· Priority to provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that define industry leading sales and service. This position will lead the overall service, recommendations, and implementation of a book of insurance business comprised primarily of middle market accounts.

· You will be tasked with supporting producers with business development and sales to new and existing clients. The job requires a high degree of independent discretion, autonomy, and decision-making based on industry knowledge and experience to provide professional guidance, expertise, and service to clients, professional and collaborative relationships with carrier representatives, underwriters, business partners, and colleagues.

Primary Roles:

· Manages an assigned book of business which is comprised of key and high revenue-producing accounts.

· Utilizing industry experience and in-depth knowledge of insurance markets, policy provisions, claim processes, business environment, and risk mitigation, applies independent and discretionary judgment to make decisions independent of manager approval on books of insurance business for which the candidate is responsible. These include non-routine coverage issues and questions, denial of claims, renewal strategies for key accounts, and interpretation of non-routine provisions of insurance contracts.

· Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans to determine suitability. When counseling clients on appropriate coverage, will assess risks based on clients' situation and determine proper coverage to insure and mitigate those risks.

· Build strong relationship with both internal and external team members.

· In conjunction with producer, negotiates terms, conditions, and pricing directly with insurance carriers.

· For clients requiring special carrier programs determine availability and appropriateness. Then, work with team to consults with clients on the benefits of those programs and secures quotes/options for consideration.

· Leads resolution of complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve.

· Leads client meetings (including renewal meetings), independent from producer or manager as needed.

· Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval.

· Responsible for overall retention of accounts in assigned book of business.

· Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies opportunities for cross-sell and up-sell of other WMW products and services where appropriate.

· Appropriately documents conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems.

· Possesses mastery of the various WMW and industry resources and tools that are available and utilizes same to best serve clients.

· Travels on company business as required.

· Prepares reports for management as required.

· Attends industry related continuing education training and courses.

· Performs other duties and projects as assigned.