Assistant Account Executive

Primary Objective

Responsible for the marketing of new and renewal accounts to various insurance companies while actively assisting assigned Account Executives/Producers in coordinating and helping CRS clients.

Preferred Position Qualifications/Behaviors

• Minimum of five years of agency customer service experience.
• Bachelor's Degree preferred or experience in lieu of a degree.
• Strong written and verbal communication and a high sense of urgency.
• Possess a Property & Casualty license.
• Possess CISR or comparable designation and be working to obtain CIC or comparable designation.
• Knowledgeable in commercial line coverages.
• Knowledgeable with company guidelines and underwriting rules.
• Familiar with company appetites and online rating tools.
• Detail-oriented and strong organizational skills.

Duties & Responsibilities

Responsible for the marketing needs of assigned team(s), including but not limited to the following:

• Adherence to CRS Core Values & Code of Ethics.
• Adherence to CRS policies and procedures, including CRS time standards.
• Be proficient at rating and utilizing various insurance company programs.
• Assist the Account Executive/Producer in collecting the needed information necessary for new and renewal business submissions and program review.
• Meet with Producer & AE 120 days prior to expiration to determine the marketing strategy.
• Prepare the submission file and pre-renewal packet.
• Create/update the applications in the agency management system and other information needed in the renewal submission file.
• Submit the client file to markets, communicating with the underwriters to secure the quotes by the date needed.
• Prepare the Marketing Summary of the quotes and review them with the Producer.
• Complete 9-column on assigned accounts.
• Complete the expiring annualized premium spreadsheet as directed.
• Provide Mod Master analysis as directed.
• Provide Building Replacement Cost estimations as directed.
• Review quotes and present recommendations to the Producer.
• Negotiate pricing or terms as needed.
• Prepare the proposal as discussed with the producer.
• Updating, printing, and binding, including enhancements.
• Assist teams in reviewing and analyzing insured’s contracts regarding insurance requirements and program compliance.
• Assist teams in completing Bind Orders as directed.
• Other duties as needed or assigned.