ManagementEstablish and help to achieve annual commercial production goalsLooks for opportunities to grow a business, through partnerships or new initiatives, and works to take advantage of those opportunities.Analyze sales and other reports that give insight into how production goals can be adjusted to achieve production goals and improve performance.Works with carrier partners to maintain and build relationships, establish annual production goals, schedule periodic carrier meetings, and maintain carrier appointments.Works efficiently and calmly on tight deadlines or as other stress factors ariseAssists President and works as a member of a cohesive team.Accepts extra duties as situations arise.DepartmentManages daily company operations and resolves issuesCoaches and conducts training for agents and employees on best practices for managing accounts, workflow and handling daily issues and tasks.Coach and train department on policy risk analysis and making recommendations based on a thorough analysis of all factors involved in a business situation.Manage house accounts by conducting annual risk analysis, make recommendations for additional coverage, market and solidify coverage after presenting proposal to Finance Enterprise Audit Committee.Examine company rules to make sure they stay relevant and make recommendations and implement necessary change.Establish individual performance goals, track performance over time and completes annual performance based on results.Agent ServicesOversee that agent services are being performed by account managers and assistant account managers with accuracy and within standard turnaround period.Pre-underwrite new and renewal risks. Prepare quotation as needed, prepare, and submit applications to carriers and/or complete quote and bind process using carrier's online process. Update agency management system accordingly.Pre-underwrite endorsements prior to processing to insurance carriers and/or endorse changes using carrier online systems.
Update agency management system accordingly.Work with carrier to seek approval to reinstate risks.Issues proof of insurance and vehicle identification cards accordingly.Respond to carrier underwriting requests.Provide customer service to policyholders in the absence of the agent.Perform other duties as assigned.