Greater Philadelphia
Responsible for qualifying the risks and exposures specific to management liability and professional liability. Studied various insurance proposals to determine viability for selling to independent agency customer. Proactively monitors renewal book to ensure premium retention of at least 86%. Accountable for generating new business revenue derived from our management lines product offerings. Responsible for having a deep technical understanding of the management liability product and market place by building key relationships with underwriters in top industry markets. Coaches new colleagues on how to analyze risks while building their coverage knowledge. Handles complex accounts by utilizing extensive knowledge of the overall marketplace and industry trends. Educated customers and internal team on management liability through webinars, conference calls, email updates and presentations.
Supported the quote delivery process for account managers. Developed relations with both customers and underwriters to ensure all needs are being met. Prepared and processed daily insurance proposals to satisfy customer needs. Aided account managers with quote follow-ups through telephone and email. Executed outbound phone and email activity to drive new business submission flow on marketing team.