New Business Coordinator

Anderson Insurance Associates, Inc.; Colonial Grand at Cypress Cove (SC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance coverage

Commissions on new policies

Aggressive PTO schedule

Employee-owned

Job summary

The New Business Coordinator at Anderson Insurance Associates will work with their team and collaborate with the Production staff to write proposals, sell policies, and gain and maintain new clients at The Agency. Anderson Insurance Associates has been a trusted name in the Lowcountry for over 40 years.

We are 100% Employee Owned, and as part of the team you will own a stake in this Agency. You will receive 100% health insurance coverage, 401(k) contributions, commissions on new policies,

Qualifications

• Two or more years of related experience.
• Coastal Exposure Quoting & Binding experience preferred.
• Knowledge of Independent Carriers and/or Brokerage business.
• Applied EPIC or similar management software knowledge preferred.

Responsibilities

• Market insurance risks to companies according to company policies and procedures.
• Develop accounts and cross-sell available products and services.
• Prepare proposals and present to prospects.
• Bring new business prospects to closure.
• Arrange with clients to ensure timely premium payment and collect payments.
• Stay abreast of insurance industry trends and pursue continuing education.
• Make follow-up calls to insureds to ensure satisfaction and needs.
• Complete pre-underwriting, information gathering, submissions, coverage analysis, and proposals.
• Execute a quality control process for policies and quotations proposed.
• Build relationships with underwriters through submissions and negotiations.
• Maintain knowledge of market underwriting appetite and rate development.

Skills

2+ years experience

Coastal exposure quoting

Independent carriers/brokerage

EPIC or similar software

Education

High School diploma

Associate/Bachelor preferred

Licensed Property & Casualty Agent

CIC/CISR designations preferred

Tools

EPIC or similar management software

Job description

Description

The New Business Coordinator will work with their team and collaborate with the Production staff to write proposals, sell policies, and use sales techniques to gain and maintain new Clients at The Agency.

Anderson Insurance Associates has been a trusted name in the Lowcountry for over 40 years and we take great pride in that! Our benefits are one of a kind; we are 100% Employee Owned and as a part of the team, you too will be an owner of this Agency! Additionally, as a New Business Coordinator you are eligible for 100% health insurance coverage, 401(k) employer contributions, commission for new policies written, accounts expanded, and referrals, an aggressive PTO schedule, and a positive work environment!

In this role, the New Business Coordinator will:

• Market insurance risks to companies in accordance with the practices, policies, and procedures of the company
• Develop accounts and cross sell available products and services
• Prepare proposals and present to prospects
• Bring new business prospects to closure
• Make arrangements with clients to ensure premium payment on a timely basis and be responsible for collection
• Stay abreast of trends in the insurance industry and pursue continuing education
• Make follow up calls on insureds to ensure client satisfaction with insurance program and insurance needs
• Complete pre-underwriting, information gathering, submissions, coverage analysis, and proposal presentations
• Execute a quality control process for policies and quotations proposed, assuring coverage, condition, rating, and pricing accuracy
• Build effective relationships with insurance company underwriters through a pattern of professional risk submissions, company visitations, and negotiations
• Maintain superior knowledge of market underwriting appetite, line of business trends, insurance company changes, rating technique, and coverage development

Requirements

• Two or more years of related experience
• Coastal Exposure Quoting & Binding experience preferred
• Knowledge of Independent Carriers and/or Brokerage business
• Applied EPIC or similar management software knowledge preferred

Education/Licensing

• High School diploma required; Associate’s and/or Bachelor’s degree is preferred; additional insurance designations (CIC, CISR, etc.) are preferred
• Licensed Property & Casualty Agent

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