Job Description Facilitate the sales and administrative processes for Property and Casualty as it relates to Private Equity clients and on assigned accounts, working closely with producer. Must be knowledgeable in areas of Private Equity, P&C coverages, carrier guidelines, underwriting and legislative changes. Assist producer with new business and retention goals. Round Out accounts by seeking new lines of coverage for current and new clients as well as acting on cross-sell opportunities. Ensure review of existing plans/coverages is completed for new clients. Manage the renewal marketing process, coordinate with producer to develop proposals. Negotiate renewals with carrier and deliver recommendations to clients as needed or accompany the producer in making the presentations. Control and coordinate the implementation process for new business and renewals, including renewal meetings, on boarding, and delivery of administrative resource materials. Build and maintain relationships with key client contacts. Assist with obtaining reports and meeting with clients regarding claims, risk management, and safety; to be done monthly or quarterly, as necessary. Maintain relationships with carrier representatives, staying abreast of new products, carrier procedural changes and market trends. Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients, as opportunities occur. Ensure clients are up to date on compliance requirements and industry changes through meetings, webinars, legislative updates and other resources. Liaise between client and carrier and between client and P&C agency staff on escalated service issues and problem- solving, assuring clients their concerns remain active until verifiably complete and confirmed. Make proactive, regularly scheduled courtesy service calls to assigned accounts. Facilitate seminars, educational materials, training, and group meetings as requested, in cooperation with Account Manager(s). Provide administrative support on other tasks as they arise, such as assigned special projects, development of new ideas, services, and other projects as requested. Become proficient in the P&C system, specifically log activities to document client meetings, carrier follow-up, service issues, establish follow-up date(s), and daily manage follow-up in the P&C system. Also, understand how P&C staff uses the system to know where to look for information to assist clients. Requirements Bachelors degree or equivalent education and related training Five years of relevant experience State-issued agents license (Current) Strong knowledge of Property and Casualty practices and how they relate to Private Equity and the ability to independently manage multiple concurrent projects with shifting priorities Experience working with large retail accounts Ability to communicate complex rules to clients and associates to achieve understanding and facilitate decision making Comprehensive knowledge and training on Alternative Risk Programs, such as Captives, Large Deductibles, and Self-Insured plans Competent with the various resources and tools designed to provide client and prospect solutions for risk mitigation, total cost of risk identifier, etc. Comprehensive knowledge of Property and Casualty insurance plans, markets, and carriers Superb written and verbal interpersonal skills Good analytical skills Strong communication and organizational skills Demonstrated proficiency in basic computer applications such as Microsoft Office software Ability to travel, occasionally overnight Benefits We believe our teammates are our most valuable asset, making positive impacts on our clients, our firm, and our communities. Those same teammates have powered our evolution into a recognized industry leader. To attract and retain the most talented and diverse workforce, we focus on financial recognition, giving back to our communities, and fostering an inclusive, energizing work environment where everyone is empowered to learn, grow and have meaningful careers. Our competitive and comprehensive benefits package includes: Health insurance, including medical, dental, vision, life, disability, and more Supplemental insurance options, such as accident, critical illness, and hospital indemnity 401(k) plan with company match Generous time off for vacation, sick time, holidays, volunteerism, and more Family care and education benefits Compensation – Commensurate with Experience (Aggressive)