Job Description & How to Apply Below
Management
Collaborating with the HR recruitment team, maintains, develops, and attracts skilled staff to the BSAA team
Acting as liaison between direct reports and Account Executives when issues arise requiring attention
Performing staff performance evaluations and makes recommendations as required
Approving, monitoring, and tracking department vacation, sick, and remote workdays for direct reports, providing quarterly summaries to the Director of Commercial Lines
Reviewing and monitoring any staff expenses for direct reports, including Continuing Education courses
Collaborating with the Director of Commercial Lines to oversee the development of workflow systems to effectively and efficiently manage workload of the Commercial Insurance team
Working with the Director of Commercial Lines and other department managers to allocate Commercial Lines accounts for marketing and account administration to ensure optimal efficiency and effectiveness
Working with the Director of Commercial Lines and other department Managers to develop content and lead monthly round tables
Acting as liaison between the Administration, Accounting, and Epic teams, which includes but is not limited to attending weekly Epic meetings; confirming licensing and back ups to administration; sharing accounting workflow changes, etc.
Working with the Director of Commercial Lines and other department managers to develop and implement corporate initiatives as required by the Senior Management Team
Reviewing monthly reports to ensure accounts are renewed
Reviewing/Approving Monthly Timesheets for Non-Exempt direct reports
Conducting process and needs assessments across the department, implementing initiatives for continuous improvement
Effectively motivating and supervising employees, including team building
Developing and maintaining high service level standards for the department
Performing periodic file audits to ensure procedures are followed by all direct reports
Account Management and Broking Services Support
Proactively obtaining underwriting information from potential and renewal clients
Creating and sending submissions to underwriters (where re-marketing is required)
Liaising with clients on the status of their request for coverage or renewal
Presenting quotes and/or renewals to clients, obtaining orders and binding coverage with underwriters
Maintaining a technical and service-oriented relationship with clients and underwriters
Keeping the Account Executives up to date on the status of client accounts
Handling routine customer and Account Executive inquiries/concerns in a timely manner and to an agreed upon Practice Group standard
Providing support to BSAA staff and Account Executives on new business and complex renewals, including structuring insurance programs; strategizing marketing and negotiations approach; reviewing wordings; and assisting with cross-border placements
Preparing submissions; sends to market; negotiates coverage and pricing; reviews and compares terms; reviews with Account Executives; binds coverage; and checks documentation for renewals and new business, as applicable
Providing marketing and policy rating services
Liaising with Account Executives to discuss client needs and make recommendations regarding terms and conditions obtained
Providing ongoing servicing as required, negotiating midterm changes with insurers
Creating and following up on abeyances and documentation requests
Acting as technical support to staff for policy coverage and company underwriting information needs, including policy wording review/comparison and review of contract and lease agreements
You are passionate about
Providing friendly, professional service
Making a positive difference to those around you
Sharing ideas and working with a great team of proactive, innovative thinkers
Learning, growing, and pushing past barriers
Living with integrity
Taking ownership of your work and actions
You’re outstanding at
Building relationships – with clients, with underwriters, with colleagues – YOU are a people person!
Staying on top of priorities – YOU know every deadline and live by your To-Do list!
Paying attention to the little things that make…
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