FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing insurance accounts, including new business and renewal processes, while maintaining compliance and delivering tailored solutions. Proficient in analyzing coverage offers and preparing comprehensive proposals, with strong communication and organizational skills.
Highest-signal resume keywords
Property And Casualty Insurance LicenseInsurance Market KnowledgeExposure AnalysisProposal Presentation CreationBroker/Agent Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Exposure AnalysisCoverage NegotiationFinancial ModelingPolicy RatingDocument PreparationACORD ApplicationsLoss SummariesExcel ProficiencyInsurance SpecificationsCoverage Gap Analysis
Soft Skills
Communication SkillsOrganizational SkillsAttention To DetailCustomer Service SkillsFlexibility And Adaptability
Tools & Technologies
MS OfficeExcelEpicComparative Rating Tools
Certifications & Qualifications
CRMCISRCICAAIARMCPCU
Industry Keywords
Insurance AccountsNew Business ProcessesRenewal ProcessesMiddle Market AccountsCarrier PartnersInsurance PoliciesLoss DataRisk ResourcesConfidential InformationContinuing Education
About the role
Key responsibilities & impact- Manage and execute key components of new business and renewal processes for insurance accounts
- Maintain timelines and processes for new business and renewal activities
- Conduct exposure analysis and prepare quote specifications
- Analyze and negotiate coverage offers
- Prepare and present comprehensive coverage proposals
- Communicate with Client Advisors, Account Service Teams, markets, and carrier partners
- Review insurance policies and contracts and recommend improvements
- Prepare property and casualty insurance submissions for new business prospects and renewing accounts
- Prepare insurance specifications, ACORD applications, loss summaries, prospect profiles, and exposure schedules
- Analyze Excel spreadsheets containing prospect exposure and loss data
- Develop financial models for loss-sensitive programs when necessary
- Maintain relationships with insurance companies and wholesalers
- Handle confidential and non-routine information
- Rate policies in carrier systems and use comparative rating tools when applicable
- Maintain licensing compliance and continuing education
- Attend seminars, company meetings, carrier events, and educational activities
- Perform coverage gap analysis and deliver strategic coverage recommendations
- Work independently and with teams on special, ongoing, and nonrecurring projects
- Identify opportunities to engage Risk Resources for specialized expertise
- Partner with Risk Resources to deliver tailored solutions for complex client needs
Requirements
What you’ll need- Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills
- Able to work with minimum supervision and accept directions for assigned work
- Proficient with MS Office products, especially Excel and Word
- Strong organizational skills and ability to handle multiple tasks and prioritize work
- Flexibility and adaptability to changing priorities and deadlines
- Strong attention to detail to ensure document accuracy
- Ability to work effectively in a team environment with strong customer service skills
- Experience with a broker/agent, including marketing large middle market accounts to carriers
- Excellent knowledge of insurance markets
- Strong knowledge of basic applicable insurance coverages
- Proficient in creating required proposal presentation documents
- 3–5 years of relevant insurance experience, with an emphasis on middle to large market placements
- Must currently hold a Property and Casualty insurance license
- Experience with Epic a plus
- College degree preferred
- Pursuit of a professional designation (CRM, CISR, CIC, AAI, ARM, CPCU) preferred
Benefits
Comp & perks- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA)
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage