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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing insurance processes, including exposure analysis, coverage negotiation, and proposal preparation. Proficient in maintaining client relationships and ensuring compliance with licensing requirements while delivering tailored insurance solutions.
Highest-signal resume keywords
Property And Casualty Insurance LicenseInsurance Market KnowledgeExcel ProficiencyProposal 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 NegotiationInsurance Policy ReviewFinancial ModelingCoverage Gap AnalysisAcord ApplicationsLoss SummariesProspect ProfilesInsurance SpecificationsRate Policies
Soft Skills
Communication SkillsOrganizational SkillsAttention To DetailCustomer Service SkillsFlexibility And Adaptability
Tools & Technologies
MS OfficeExcelWordEpicComparative Rating Tools
Certifications & Qualifications
Property And Casualty Insurance LicenseCRMCISRCICAAIARMCPCU
Industry Keywords
Insurance MarketsMiddle Market AccountsLoss-Sensitive ProgramsClient AdvisorsAccount Service Teams
About the role
Key responsibilities & impact- Manage timelines and processes during new business and renewal processes
- Conduct exposure analysis and prepare quote specifications
- Analyze and negotiate coverage offers
- Prepare and present coverage proposals
- Communicate with Client Advisors, Account Service Teams, and insurance markets
- Review insurance policies and contracts and recommend improvements
- Prepare property and casualty insurance submissions for new 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 comparative rating tools
- Maintain licensing requirements, including continuing education
- Attend seminars, company meetings, carrier events, and educational activities
- Perform coverage gap analysis and provide strategic coverage recommendations
- Work independently and with teams on special, nonrecurring, and ongoing 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 assignments
- Proficient with MS Office products, including high proficiency in 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
- Able 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 emphasis on middle to large market placements
- Must currently hold a Property and Casualty insurance license
- College degree preferred
- Professional designation such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred
- Experience with Epic a plus
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and 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) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage