Assistant Account Executive

CRS Insurance Brokerage; Englewood (CO); On-site; USD 55,000 - 75,000; Full time

Job summary

CRS Insurance Brokerage is seeking a marketing professional to handle the marketing needs of assigned teams, coordinating with Account Executives and Producers for new and renewal business submissions. The role emphasizes strong communication, adherence to guidelines, and proficiency with rating tools.

Ideal candidates will have a P&C license, CISR designation (or pursuing CIC), and at least five years of agency customer service experience, with a detail-oriented, organized approach.

Qualifications

• Bachelor's degree preferred or experience in lieu of a degree.
• Minimum of five years of agency customer service experience.
• Strong written and verbal communication and a high sense of urgency.
• Possess a Property & Casualty license.
• Possess CISR or comparable designation and be working to obtain CIC or comparable designation.
• Knowledgeable in commercial line coverages.
• Knowledgeable with company guidelines and underwriting rules.
• Familiar with company appetites and online rating tools.
• Detail-oriented and strong organizational skills.

Responsibilities

• Market needs of assigned team to various insurance companies.
• Assist Account Executive/Producer in gathering information for new and renewal submissions.
• Prepare submission files and renewal packets.
• Create/update applications in agency management system for renewal submissions.
• Submit client files to markets and obtain quotes by needed dates.
• Analyze quotes and present recommendations to the Producer.
• Negotiate pricing or terms as needed.
• Assist teams with review of contracts and insurance requirements.
• Assist with binds orders and related processing.

Skills

Agency experience

Customer service

Written & verbal communication

Detail oriented

Organizational skills

Education

Bachelor's degree

Tools

CISR

CIC pursuit

Commercial lines knowledge

Underwriting rules

Online rating tools

P&C license

Job description

Responsible for the marketing of new and renewal accounts to various insurance companies while actively assisting assigned Account Executives/Producers in coordinating and helping CRS clients.

PREFERRED POSITION QUALIFICATIONS/BEHAVIORS:

• Minimum of five years of agency customer service experience.
• Bachelor's Degree preferred or experience in lieu of a degree.
• Strong written and verbal communication and a high sense of urgency.
• Possess a Property & Casualty license.
• Possess CISR or comparable designation and be working to obtain CIC or comparable designation.
• Knowledgeable in commercial line coverages.
• Knowledgeable with company guidelines and underwriting rules.
• Familiar with company appetites and online rating tools.
• Detail-oriented and strong organizational skills.

DUTIES & RESPONSIBILITIES

Responsible for the marketing needs of assigned team(s), including but not limited to the following:

• Adherence to CRS Core Values & Code of Ethics.
• Adherence to CRS policies and procedures, including CRS time standards.
• Be proficient at rating and utilizing various insurance company programs.
• Assist the Account Executive/Producer in collecting the needed information necessary for new and renewal business submissions and program review.
• Meet with Producer & AE 120 days prior to expiration to determine the marketing strategy.
• Prepare the submission file and pre-renewal packet.
• Create/update the applications in the agency management system and other information needed in the renewal submission file.
• Submit the client file to markets, communicating with the underwriters to secure the quotes by the date needed.
• Prepare the Marketing Summary of the quotes and review them with the Producer.
• Complete 9-column on assigned accounts.
• Complete the expiring annualized premium spreadsheet as directed.
• Provide Mod Master analysis as directed.
• Review quotes and present recommendations to the Producer.
• Negotiate pricing or terms as needed.
• Prepare the proposal as discussed with the producer.
• Updating, printing, and binding, including enhancements.
• Assist teams in reviewing and analyzing insured’s contracts regarding insurance requirements and program compliance.
• Assist teams in completing Bind Orders as directed.