Commercial insurance agent evaluating business risks and managing quotes, renewals, and policy changes for Beneva. Advising clients and affiliated agents on business insurance coverage.
Responsibilities
Communicate with clients to gather the information required to analyze and assess risks
Manage quotes, policy issuance, changes, renewals, and cancellations for commercial insurance policies
Act as a resource for affiliated agents
Negotiate and explain the reasons for accepting or declining certain applications
Keep records up to date, process transactions, and handle required communications with clients and partners
Advise clients and affiliated agents on the appropriate business insurance coverages and limits
Inform clients of the limitations included in their policies
Analyze insurance applications, assess risks, and make underwriting decisions in accordance with established standards
Coordinate inspections, analyze reports, and ensure file compliance within established authority levels
Develop new business opportunities through prospecting activities
Requirements
College diploma in Insurance and Financial Services or equivalent (DCS)
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