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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in property and casualty insurance, including marketing, proposal preparation, and client relationship management. Proficient in data analysis and financial modeling, with strong organizational and communication skills to support team collaboration and client interactions.
Highest-signal resume keywords
Licensed In Property And Casualty InsuranceCommercial Lines ExperienceProficient With MS Office ProductsStrong Knowledge Of P&C CoveragesExperience With Epic
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisFinancial ModelingProposal PreparationInsurance Policy ReviewExcel Spreadsheet AnalysisCoverage NegotiationClient Relationship ManagementMarket ResearchDocument AccuracyInsurance Specifications Preparation
Soft Skills
Excellent Communication SkillsStrong Organizational SkillsInterpersonal SkillsFlexibility And AdaptabilityCustomer Service Skills
Tools & Technologies
MS Office ProductsExcelWordACORD ApplicationsEpic
Certifications & Qualifications
CISRCICAAIARMCPCU
Industry Keywords
Property And Casualty InsuranceSmall To Middle Market AccountsInsurance PoliciesCoverage ProposalsBroker/Agent Experience
About the role
Key responsibilities & impact- Market property and casualty insurance programs for prospective small to middle market accounts
- Gather, analyze, and organize data
- Prepare submissions, applications, and proposals for new and renewal business
- Maintain timelines and processes throughout new business and renewal processes
- Analyze exposures, quote specifications, coverage offers, and negotiate coverage terms
- Prepare and present coverage proposals
- Communicate within the team, including with the producer and Segment Leader
- Review insurance policies and contracts and recommend improvements
- Prepare property and casualty insurance submissions, including insurance specifications, ACORD applications, loss summaries, prospect profiles, and exposure schedules
- Attend prospect and proposal meetings with the producer as needed
- Analyze Excel spreadsheets containing client exposure or loss data
- Develop financial models for loss-sensitive programs when necessary
- Answer prospect and carrier phone calls
- Maintain relationships with insurance companies and wholesalers
- Handle confidential and non-routine information
- Maintain licensing requirements, including continuing education
- Attend seminars, company meetings, carrier events, and educational activities
- Work independently and on team-based special, recurring, and ongoing projects
Requirements
What you’ll need- Minimum 3-5 years relevant Commercial Lines experience required
- Licensed in property and casualty insurance required
- Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills
- Able to work with minimum supervision and accept direction on given assignments
- Proficient with MS Office Products, including high knowledge of Excel and Word
- Strong organizational skills and ability to handle multiple tasks and prioritize work
- Demonstrated 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 small to middle market accounts to carriers; excellent knowledge of the markets
- Strong knowledge of all basic P&C coverages
- Demonstrated superior presentation or relationship skills to present proposals in this highly interactive role
- College degree preferred
- Pursuit of a professional designation (CISR, CIC, AAI, ARM, CPCU) preferred
- Experience with Epic preferred
- Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
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) options
- 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