Please submit resumes to Sherita Hardy at


Manages day-to-day servicing of Broker’s accounts, including renewals; develops business relationships with retail producers and markets; negotiates with underwriters regarding coverage terms, conditions and pricing on new and renewal accounts; prepare quotes, cover notes and worksheets; maintains the diary system; verifies accuracy of insurance documentation; and performs other duties as assigned.


· Maintains insurance records for accounts including compiling, calculating and managing information

· Communicates by e-mail, telephone, and written correspondence with underwriters and producers

· Researches and answers questions from carriers and producers

· Obtains and distributes information from renewal lists

· Prepares draft proposals, submissions and quotes

· Follows up with insurance carriers and underwriters regarding the status of quotes and provides any additional information or rates as necessary

· Edits or revises documents as requested

· Oversees diary for receipt of insurance documents

· Researches and answers questions regarding loss information

· May prepare and update summaries in database as required

· May prepare coverage confirmation for review

· Reviews binders for accuracy and completeness

· Participates in training of Technical Assistants

· Sorts and distributes work assignments for Technical Assistants

· Maintains business relationships with producers and underwriters

· Maintains knowledge of insurance carriers and their business practices

· Participates in continuing education to maintain license


· College Degree

· Five Years Brokerage or Underwriting experience required

· Broker’s License required

· Developed understanding of risk selection and coverage

· Well developed oral and written communication skills

Knowledge, Skills & Abilities:

· Knowledge of insurance industry

· Knowledge of computer software packages, including Word and Excel

· Knowledge of office procedures, practices and equipment

· Knowledge of principles and methods involved in promoting and selling services

· Ability to read and comprehend written information

· Ability to work accurately with lists of alpha or numeric data

· Ability to enter, transcribe, store and maintain data electronically

· Ability to compile, code and categorize information

· Ability to verify and process information

· Ability to work independently

· Ability to work under stress or time constraints

· Ability to multi-task

· Customer Service skills

· Verbal and written communication skills

· Organization skills

Physical Demands and Special Circumstances (The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions)

Sedentary work, requiring exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently.

Work Environment (The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions)

This job description is no way states or implies that these are the only duties to be performed by this employee. He/she will be required to follow any other instructions and to perform any other duties requested by his/her supervisor.

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