Wrap-Up Program Administrator

SUMMARY

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides administrative support to an assigned group of clients, which includes Wrap-Up accounts;
• Supports Producer in developing new business opportunities for existing clients and prospects;
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
• Reviews and summarizes marketing results and prepares proposals;
• Provides assistance with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations;
• Resolves customer service inquiries that require research and interactions with carriers or agents;
• Conducts marketing, negotiates rates, reviews quotes and coverage’s for competitiveness and accuracy;
• Finalizes proposals and presentations in coordination with Producer;
• Prepares renewals and client information presentations and assists in preparing Request for Proposal (RFP) responses;
• Meets with clients as needed or directed by Producer;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

• EDUCATION / EXPERIENCE
• Associates degree or equivalent combination of education and experience
• Four (4) or more years related work experience
• Valid Insurance license
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Excellent verbal and written communication skills
• Advanced planning, organizational and prioritization skills
• Ability to work within a team and to foster teamwork
• Excellent customer services skills, including telephone and listening skills
• Proficient in Microsoft Office Suite

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