TAPS | Sr. P&C Consultant – Clayton, MO

Benefits :
Full Medical Day 13,5% Match
13 Days Holidays Flexible PTO

• Lead Account Managers in servicing clients within the account team
• Maintain appropriate business contact with client
• Responsible for the pro‑active marketing and servicing of accounts with multiple lines of coverage
• Utilize the Applied/Epic system and the shared drive to maintain client information
• Build relationships with assigned clients and give prompt attention to their requests
• Work directly with Producers to discuss client’s future insurance needs
• Understand the clients’ business and risk profiles, utilizing this information to prepare insurance specifications.
• Communicate the clients’ needs to their insurance carriers and identify new trends and developments
• Prepare insurance proposals, outlining significant terms and conditions
• Offer appropriate coverage including policies that are not currently purchased by the client, to eliminate the potential for uninsured claims
• Check policies against quotes for accuracy, and request changes where needed
• Assist in organizing pre‑renewal and renewal meetings, and coordinating claims reviews, as needed
• Research available insurance products and policies that may be appropriate for clients, utilizing vendor relationships within the insurance marketplace
• Understand surplus lines and filings
• Assist the accounting department with billing discrepancies, when necessary
• All other duties and projects as assigned

• Basic knowledge of Property and Casualty insurance coverage.
• Proficiency in Microsoft Outlook Word, Excel and PowerPoint.
• Ability to navigate vendor or agency management systems as applicable.
• Proficiency in Applied / Epic or ability to learn these programs.
• Knowledge of Adobe Acrobat is a plus.
• Ability to manage client needs and multiple tasks.
• Good organization skills.
• Attention to accuracy and detail.

Local travel will be necessary to meet the client needs and occasionally may be nationally.

• Excellent interpersonal skills and a pleasant disposition required at all times.
• Mergers & Acquisition/Private Equity experience preferred.
• Ability to work well with others in a fast‑paced environment.
• Team player.

• High School, Associate Degree, College Graduate
• Other:
  Brokers License

• At least 5 years of experience in the P&C field.