Insurance Specialist

JOB SUMMARY

We are an established and growing Commercial Insurance Brokerage looking for an experienced Commercial Insurance Specialist to support our sales producers and insured clients. We are seeking an organized, motivated professional to join our team. This position is responsible to provide prompt, accurate and reliable assistance in a team environment. An employee hired for this position will have an opportunity to grow and develop their knowledge, skills and abilities, through a combination of educational programs and on-the-job training.

DUTIES AND RESPONSIBILITIES

Review applications and policy documents for accuracy. Document discrepancies and request corrections. Request property valuation reports. Obtain information for underwriting risks. Create & update spreadsheets, using Excel. Prepare account submissions, which includes completing applications, forms and other information needed to bind coverage. Assist in preparing proposals and associated materials for Sales presentations. Obtain binding conditions/subjectivities from clients. Delegate specified tasks and assignments to support staff, where appropriate. Process invoices. Maintain a suspense system for follow up. Maintain electronic files in an orderly, up-to-date manner. Service accounts in a manner to eliminate E&O exposures. Maintain regular, pro-active communication with service team members. Assume other job responsibilities as assigned.

EDUCATION, EXPERIENCE, KNOWLEDGE

Bachelor’s degree (BS/BA) is preferred, or equivalent combination of education and insurance experience. Commercial insurance experience is preferred. Property and Casualty Insurance License is required.

QUALIFICATIONS

Effective oral and written communication skills. Ability to develop and maintain pleasant, professional relationships with co-workers, carriers, vendors and other business contacts. Possess knowledge of commercial insurance coverages, with the ability to read, analyze and interpret insurance policies, documents and regulations. Ability to apply the concepts of basic accounting, calculate figures and amounts involving decimals such as fractions, pro-rata and percentages. Ability to solve practical problems and deal with a variety of concrete variables. Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities. Stay informed regarding industry information, new product developments, legislation, lines of coverage, and technology to continuously improve knowledge and performance. Proficient use of Windows, Microsoft Word, Microsoft Excel, Outlook, the agency management (TAM) software system and office equipment Type 45-50 wpm Professional work ethic At Petra, compensation for roles is influenced by a variety of factors including but not limited to location, role, skill set and level of experience. In compliance with local laws, Petra commits to providing a fair and reasonable compensation range for each role.