Responsibilities include, but are not limited to:

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Manage a portfolio of clients and develop and maintain positive relationships with clients, insurance carriers, and other stakeholders

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Conduct regular client meetings to review insurance coverage, identify risks, and provide proactive solutions

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Provide exceptional customer service by responding to client inquiries and requests in a timely and professional manner

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Prepare and present new business proposals and presentations to clients

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Collaborate with clients and insurance carriers to negotiate and place insurance policies

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Work closely with the agency's sales team to identify potential clients and opportunities

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Keep up to date with industry trends and regulatory changes

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Works directly with Company clients to assure the highest level of customer service for all aspects of our products giving clients what they need in a timely fashion and adhering to our service standards

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Manages incoming submissions for marketing to insurers for new business and renewals

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Assist Producer(s) with production of quotes and presentations as needed

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Produces applications, binders, certificates of insurance, Auto ID cards, , and endorsements as directed.

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Reviews Policies for accuracy and distribution to clients

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Assure that files are properly organized, recorded, and filed.

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Assists with internal policies and procedure, efficiencies and implementing new processes and procedures.

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Works with Accounting Department on all aspects of billing

Experience and Skills:

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P & C insurance license preferred

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Will need to have and demonstrate very strong follow up, written and verbal communication skills and problem solving skills

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Working knowledge of insurance agency operations

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Understanding of insurance coverages and policy language

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College degree and insurance designation(s)

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Commitment to highest level of customer service

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Ability to organize, multitask and prioritize tasks and activities and have excellent time management skills

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Ability to resolve challenges for the Company producer as well as for the client

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Ability to demonstrate a high level of interpersonal skills

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Ability to use automated systems and Microsoft Office products- in particular Excel

If you are a proactive, detail-oriented individual excited about contributing to a growing company, we invite you to apply and become an integral part of the Brightline Dealer Advisor team. Join us in shaping the future of our dynamic and innovative organization.