Essential Duties and Responsibilities
Account Placement: Assist Marketing team in overall new business placement of an account and some renewals. Duties include, but not limited to, preparing and issuing applications, binders, invoices and certificates for new business and processing policy changes and audits during servicing period. Verify information is properly stored in Sagitta and ImageRight. Prepare policy binder book for submission to client (either hard copy or electronically) after quality assurance review. Effectively resolve client requests.
Marketing: Assist Producer in obtaining information from the prospects/clients and/or carriers. Assists in the marketing of a new account, some existing renewals or a new line of business for an existing account to carriers that are interested in offering coverage, preparation of submissions and applications. Compile data received, follow up with the Producers regularly for information needed to provide a quotation and transmit underwriting information to the carriers to obtain quotations needed. Prepares proposals, presentations and any necessary quote comparisons. Review applications for completeness and accuracy in preparation for submission to carriers.
Carrier Relationships: Presents a professional and knowledgeable image while regularly meeting with visiting Company Representatives & Underwriters to obtain information about changes they have made, their interest in certain classes, our agency’s status with them, etc. Responsible for communicating all the above with the staff on a routine and efficient basis. Works as the Liaison to help facilitate a relationship between the Company Representatives & Underwriters with the CSR’s/Account Managers by encouraging face to face time with each upon their visits to the office.
General Team Support: Keep Account Manager(s) and Producer(s) informed of changes within the marketplace as directed or guided by the Marketing Director. Follow company procedures and provide general assistance to all team members.
- Possess a Bachelor's degree from a four-year college (or equivalent combination of education and experience)
- Excellent verbal and written communication skills
- Ability to read and interpret policy documents
- Proficient in Microsoft Word and Excel
- Good math skills with the ability to calculate and apply concepts of basic algebra
- Strong common sense and problem-solving ability
- Property and Casualty License (must possess upon hire or obtain within 6 months)
For more than 40 years, Harmon Dennis Bradshaw has brought our clients a commitment to excellence, innovation, and service in the complex world of commercial & personal insurance products, surety bonds, and risk management. Our clients have come to rely upon our knowledge, commitment, accountability, and service. From national and regional companies to local family-held businesses, HDB has been providing specially tailored, cost-effective insurance solutions for our clients’ unique business needs for decades. We pride ourselves in designing and implementing custom solutions to meet your company’s precise dynamics and preferences. Our forward-thinking solutions reduce risk exposures and cost while enhancing your ability to compete and win. Recognized as one of the largest independent insurance agencies in Alabama, HDB has large agency capabilities while maintaining small agency service and values.
