Insurance Program Coordinator - Client Success & Renewals

Clear Destination Inc.; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Clear Destination Inc. is seeking an experienced client services professional to manage OCIP and CCIP wrap-up programs in a fast-paced agency environment.

You will support producers, coordinate renewals, analyze exposures, prepare proposals, and maintain data integrity while delivering excellent service to clients and carriers.

This role requires strong communication, planning, and MS Office skills, with licenses in insurance and ongoing CE compliance.

Qualifications

• Associates degree or equivalent combination of education and experience
• Four or more years related work experience
• Valid Insurance license
• Must continue to meet Continuing Education requirements for license renewal
• Excellent verbal and written communication skills
• Advanced planning, organizational and prioritization skills
• Ability to work within a team and to foster teamwork
• Excellent customer services skills, including telephone and listening skills
• Proficient in Microsoft Office Suite

Responsibilities

• Provides administrative support to an assigned group of clients, which includes Wrap-Up accounts
• Supports Producer in developing new business opportunities for existing clients and prospects
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing
• Reviews and summarizes marketing results and prepares proposals
• Provides assistance with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations
• Resolves customer service inquiries that require research and interactions with carriers or agents
• Conducts marketing, negotiates rates, reviews quotes and coverage’s for competitiveness and accuracy
• Finalizes proposals and presentations in coordination with Producer
• Prepares renewals and client information presentations and assists in preparing Request for Proposal (RFP) responses
• Meets with clients as needed or directed by Producer
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
• Other duties as assigned

Job description

Clear Destination Inc. is seeking an experienced client services professional to manage OCIP and CCIP wrap-up programs in a fast-paced agency environment.

You will support producers, coordinate renewals, analyze exposures, prepare proposals, and maintain data integrity while delivering excellent service to clients and carriers.

This role requires strong communication, planning, and MS Office skills, with licenses in insurance and ongoing CE compliance.