What are the responsibilities and job description for the Business Insurance Consultant position at McConkey Insurance & Benefits?
The Business Insurance Consultant will be responsible for:
- Develop, enhance, and maintain relationships with our existing commercial customers.
- Demonstrate teamwork by assisting Business Insurance Executives with account acquisition, service, and prospecting.
- Refer clients to our Benefits, Personal Lines and Surety departments.
- Maintain relationships with Business Insurance Executives, Client Service Managers, Claims Department, Accounting, Insurance Carriers, Captive Managers, Service Providers, etc.
- Promote relationships between clients and Client Service Managers by engaging them in client meetings.
- Oversee all aspects of assigned accounts by coordinating efforts with Client Service Managers, Claims department, Accounting, Insurance Carriers, Captive Managers, Service Providers, etc.
- Manage the renewal process of assigned accounts, utilizing expiration reports and agency management system Activities.
- Utilize agency management system to track existing and new business clients.
- Coordinate safety, loss control, risk management, and claims services.
- Manage accounts receivables for all assigned clients by reviewing monthly Aged Receivable reports
- Control expenses and adhere to budgetary guidelines.
- Contribute to the overall management and growth of the agency.
- Actively participate in internal committees and engage in community service by serving on boards, donating time and expertise to non-profits.
- Attend and/or present at department meetings.
- Pursue education opportunities and insurance designations while remaining current with your continuing education requirements.
- Ensure that the professional standards of McConkey are being met.
- Perform additional duties as assigned by management.
The right candidate for this position will have:
- College degree or advanced education strongly preferred
- Active Property & Casualty insurance license (or ability to obtain within three months of date of hire)
- Fundamental knowledge of various insurance products and coverages
- Advanced proficiency with Microsoft Office Suite
- 3-5 years of experience in the business insurance industry
- Resourceful, innovative approach to problem solving
- Initiative to work on multiple projects simultaneously and self-direct priorities to meet deadline driven business
- Dependability, high-energy and flexibility
- Strong communication skills both written and verbal, strong presentation skills
- Valid driver’s license
Business Analyst
Glatfelter Insurance Group. -
York, PA