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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client renewals and new business preparation while maintaining strong relationships with clients and insurance carriers. Proficient in financial analysis, data analysis, and creating client presentations to support effective decision-making.
Highest-signal resume keywords
Client Relationship ManagementFinancial AnalysisData AnalysisMicrosoft Office ProficiencyStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisData AnalysisQuote AnalysisRenewal Process ManagementContract Comparison
Soft Skills
Strong Multitasking SkillsTime Management SkillsExcellent Communication Skills
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMicrosoft Word
Certifications & Qualifications
State Specific License
Industry Keywords
InsuranceClient MeetingsRenewal SubmissionsClaims DataBusiness Relationships
About the role
Key responsibilities & impact- Manage all aspects of the renewal process, new business preparation and ongoing service needs for clients and prospects
- Collaborate with Producers, Account Executives, Claims team, Account Managers and other team members
- Maintain technical proficiency in all coverages serviced by the team
- Organize people and activities into efficient workflows and manage time effectively
- Negotiate with internal and external groups
- Assist with renewal meetings and present results to established client contacts
- Participate in client meetings and lead when necessary
- Understand complex financial analysis and claims data
- Participate in prospect presentation meetings as needed
- Prepare and process complete renewal submissions for marketing
- Analyze quotes for accuracy and prepare quote spreadsheets
- Analyze data to determine program structure options
- Create client presentations including quotes, spreadsheets, contract comparisons and other marketing materials
- Submit sold business to the insurance market and oversee implementation
- Review insurance company documents for accuracy and submit corrections for revision
- Establish and maintain business relationships with clients, insurance carriers and colleagues
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
- State specific license is required
- 5-7 years relevant experience
- Excellent communication skills, both verbal and written
- Strong multitasking & time management skills
- Proficient in Microsoft Office products (Microsoft Excel, PowerPoint, Word)
- Professional in appearance and business conduct with strong customer service
Benefits
Comp & perks- Hybrid work arrangement