Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Provides active account management for all existing clients including account rounding, renewals, and client service for all policy changes, servicing, and claims.
• Ensures retention of all clients by remarketing Thrive at policy renewal periods and recommends changes as needed to ensure high quality coverage.
• Assists clients in submitting first reports of claims, as needed.
• Stays abreast of industry information, trends, new products, coverages, and technology to continually improve knowledge to more effectively serve client base.
• Maintains and updates desk level processes and uses them to perform tasks to ensure efficiency and accuracy.
• Proactively expands Thrive’s reach to qualified prospects and existing clients using multiple proven and creative techniques.
• Communicates regarding client transactions with all parties in a timely manner to ensure quality control and minimize errors and omissions.
• Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources.
• Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.
• Suggests modifications and updates to clients’ existing insurance policies.
• Builds customized insurance policies and packages to meet clients’ needs.
• Processes insurance policy renewals.
• Assists clients with filing insurance claims.
• Maintains print and electronic records and files as required.
• Performs other duties as assigned.

We Would Love You to Have: 

• Strong attention to detail.
• Excellent professional communication skills (written and verbal).
• Strong ability to focus.
• Ability to prioritize and track deadlines effectively.
• Ability to reprioritize as new information is gathered.
• Excellent client service skills.
• Ability to work efficiently, effectively, and independently in a fast-paced environment.
• Strong interpersonal skills & ability to cultivate positive relationships.
• Ability to proficiently utilize the Internet and MS Office tools; knowledge of computer systems, communication tools and software.
• Knowledge of small business markets including carriers, appetite, and coverages.
• Ability to advise the best insurance policy for individual client’s needs.

Education and Experience:

• 2-3 years of Commercial Lines experience.
• Small Business preferred.
• High school diploma or equivalent required; Bachelor’s degree preferred;
• State of Oklahoma Property and Casualty Insurance License required.