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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing small commercial insurance accounts, including exposure analysis, proposal preparation, and market strategy execution. Proficient in financial analysis, negotiation, and maintaining relationships with insurance carriers while ensuring compliance with licensing requirements.
Highest-signal resume keywords
Commercial Insurance KnowledgeFinancial AnalysisNegotiation SkillsProperty & Casualty Insurance LicenseApplied/EPIC Agency Management System
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 AnalysisQuote SpecificationsCoverage-Offer AnalysisProposal PreparationMarket AnalysisCoverage Gap AnalysisDocument AccuracyAdvanced ExcelMicrosoft Office SuiteInsurance Policy Review
Soft Skills
Communication SkillsInterpersonal SkillsOrganizational SkillsCritical ThinkingCustomer Service
Tools & Technologies
Rating ToolsCarrier SystemsMicrosoft Office SuiteApplied/EPIC Agency Management System
Certifications & Qualifications
Property & Casualty Insurance LicenseCRMCISRCICAAIARMCPCU
Industry Keywords
Small Commercial InsuranceInsurance MarketsInsurance CoveragesCarrier RelationshipsMarket Trends
About the role
Key responsibilities & impact- Manage and execute key components of new business and renewal processes for small commercial insurance accounts
- Maintain timelines and processes, including exposure analysis, quote specifications, coverage-offer analysis and negotiation, and proposal preparation and presentation
- Create and execute account marketing strategies based on risk characteristics, coverage lines, business operations, and market analysis
- Exercise independent judgment in placing accounts with alternative carriers
- Communicate with Client Advisors, Account Service Team, and insurance markets
- Collaborate with Client Advisors in client-facing discussions on marketing strategy and placement outcomes
- 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
- Maintain relationships with insurance companies and wholesalers and monitor carrier appetites and market trends
- Handle confidential and non-routine information
- Use rating tools and carrier systems for quoting and proposal development
- 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 collaboratively on special, nonrecurring, and ongoing projects
Requirements
What you’ll need- Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills
- Strong critical thinking, financial analysis, and negotiation skills
- Ability to analyze complex market data and influence placement outcomes
- Ability to work with minimal supervision while accepting direction on assigned projects
- Proficiency with Microsoft Office Suite, including advanced knowledge of Excel and Word
- Experience with Applied/EPIC agency management system preferred
- Strong organizational skills and ability to manage multiple priorities and meet deadlines
- Flexibility and adaptability in a fast-paced, changing environment
- Exceptional attention to detail and commitment to document accuracy
- Ability to work effectively in a collaborative team environment while delivering outstanding customer service
- Strong knowledge of commercial insurance markets and basic applicable insurance coverages
- Ability to develop and deliver professional proposal presentation documents
- Minimum of 3 years of insurance industry experience, focused on small/mid commercial account placements
- Demonstrated knowledge of insurance carrier markets and placement strategies
- Current Property & Casualty (P&C) insurance license required
- Professional insurance designations such as CRM, CISR, CIC, AAI, ARM, or CPCU preferred, or active pursuit of one
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