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About the role
Key responsibilities & impact- Remarket requests from clients
- Remarket requests from clients when a significant increase to the renewal premium is identified
- Prepare renewal reviews and premium/loss summaries in accordance with Best Practice timelines
- Process change requests; maintain schedules of insurance and premium finance agreements
- Prepare renewal exposure reviews and update future applications for renewal preparation using client information
- Prepare certificate holder lists for client review and certificate templates
- Maintain Sagitta policy detail and system use in accordance with MMA-Florida Region Best Practices and Procedures
- Research and provide recommendations on client risk management/coverage issues and internal workflow processes
- Receive and process claim reports as backup to the claims unit
- Gather and review loss data to prepare detailed premium and loss summaries; explain results to clients, sales executives, marketing, and carriers
- Manage renewal-process timetables to meet or exceed established MMA Florida Region procedures
- Quote and bind Special Event, Builders Risk, and Flood policies
Requirements
What you’ll need- Current Florida 2-20 License, or willingness to obtain
- College degree desirable; or equivalent combination of education and experience
- Minimum of two years commercial insurance experience preferred
- Working knowledge of latest Microsoft Word and Excel (intermediate to advanced level)
- Ability to maintain and organize electronic files on the company document management system
- Working knowledge of Sagitta Agency Management System and ImageRight document management system, or willingness to learn
Benefits
Comp & perks- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid and flexible work
- Charitable contribution match programs
- Stock purchase opportunities
- Competitive compensation
- Entrepreneurial leadership
- Unmatched, scalable resources
- Committed to core values
- Inclusive culture