Primary Responsibilities:
Independently manage client relationships and ensure superior service. Coordinate with Sales Executive to obtain necessary information and collaborate on strategies for managing risk. Resolve complex servicing issues, perform coverage reviews, determine coverage gaps, and advise clients on risk management solutions. Perform routine day-to-day servicing.
Partner with Sales Executive to discuss renewal strategy and prepare professional and accurate summary of insurance and/or stewardship report. Prepare quality submissions to carriers, review and analyze quotations received from carriers and prepare professional and accurate proposals for presentation to our clients. In person visit with clients as needed.
Perform contract review with respect to insurance requirements and issue non-standard certificates. Maintain suspense system to follow up on outstanding items. Collaborate in a professional manner with all clients, carriers and teammates.
Responsible for data integrity of information within agency management system. Maintain and prioritize workload, including work assigned to Account Technician by AE. Maintain familiarity with and follow agency workflows and procedures.
Coordinate loss control functions along with the Sales Executive. Coordinate claim reviews as required with carrier or agency claim staff. Assist account with setup of worker’s compensation panels, safety committees and reviews outstanding loss control.
Lead/Perform special projects with the advice and guidance from Supervisor/Management. Coach and mentor others.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.