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Insurance Agent

Company: Baldwin Risk Partners
Location: Palm Harbor
Posted on: July 30, 2022

Job Description:

Job Description Position Summary: You will serve as a Remarketing Specialist who will preserve or re-write current accounts in keeping with firm and individual goals. Remarketing Specialists build and maintain relationships with existing clients, service teams, insurance company partners and centers of influence. Principal Responsibilities: Preserves or re-writes existing business upon client or Managing Partner requests. Reviews all remarketing quotes. Identifies opportunities for account rounding and actively rounds the accounts or defers to specialized colleagues. Gathers information and develops recommendations for existing clients, presents proposals in a professional manner by reviewing coverages in detail to ensure understanding, while adhering to firm policies and procedures. Communicates with clients, insurance company partners, and service team in an articulate and effective manner. Maintains a concern for accuracy, timeliness and completion when interacting with current clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail. Maintains understanding and knowledge of insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved. Expected to deliver on key metrics established by Leadership. Positively represents the firm and our insurance company partners in the community. Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership. Education, Knowledge, Skills and Abilities: Possess and maintain a minimum of a 20-44 state insurance license (2-20 state insurance license preferred), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions. Experience negotiating, structuring, and issuing personal lines policies preferred. Self-starter with the ability to influence others through effective verbal and written presentation skills. Intermediate to advanced knowledge of Microsoft Word and Excel. Ability to learn appropriate insurance company and firm software systems. Demonstrates the firm---s core values, exuding behavior that is aligned with the corporate culture. Special Working Conditions: Fast-paced, multi-tasking environment. Travel as required. Important Notice: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the Firm. Company Description BRP is an award-winning entrepreneur led and inspired insurance distribution holding company delivering solutions that give our clients the peace of mind to pursue their purpose, passion and dreams. Our family of firms--- best-in-class resources and diverse portfolio of services are innovating the industry by taking a holistic and tailored approach to insurance, risk management and employee benefits.

Keywords: Baldwin Risk Partners, Palm Harbor , Insurance Agent, Sales , Palm Harbor, Florida

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