General Description:  Assists the Technical Resources teams (Claims, Risk Control, Property & Casualty and Placement) by providing entry-level technical insurance support and coordination for assigned clients and prospects.

Responsibilities:

·        Supports Claims, Risk Control, Property & Casualty and Placement consultants in servicing prospects and assigned accounts.

·        Verifies accuracy of insurance documentation.

·        Completes data collection, entry and preparation.

·        Completes analytical reports and provides entry-level analysis of data.

·        Prepares draft proposals, submissions and comparisons.

·        Follows up with insurance carriers and underwriters on outstanding quotes.

·        Reviews insurance binders for accuracy and completeness.  Assists clients with onboarding of client portal Risk Management systems.

·        Gathers quote information, comparison of terms & conditions, and marketing summary to provide to account management teams.

·        Gathers data and runs models for Casualty and Property teams (i.e. Loss Forecasts, Loss Stratifications, Loss Development Factors (Triangles), Collateral; Premium Allocation; Catastrophe modeling)

·        Assists Claims consultant with reporting of complex claims

·        Prepares Loss Trend Report and Claims Detail Reports

Knowledge, Skills and Abilities:

·        1-2 years of experience in a Commercial Lines agency. College degree preferred.

·        Must hold or be willing to earn Property & Casualty insurance license.

·        Comfortable with internet-based programs and Microsoft Office products. Proficient in Microsoft Excel & PowerPoint.

·        Must have a capacity for analytical thinking and strong organizational skills.

·        Develops property and casualty knowledge and skillset.