Captive Account Associate
28 days ago
Buffalo
Job Description These are the fundamental components of the job: • Assists Captives team with evaluation/qualification of prospects as potential group captive candidates, and supports the quote/sales/documentation process for qualified candidates., • Facilitates the renewal process for existing group captive clients, ensuring timely and accurate communication of information needed to bind coverages, and documents agency records accordingly., • Assemble and track all client information for new business applications, proposals and quotes., • Performs various ad hoc reports/analyses related to the performance of group captives and/or captive clients., • Identify cross sell/up sell opportunities, • At least one-year experience in an office setting, • Interest in acquiring knowledge of insurance products; Insurance documents and usages are a plus, • MS Word and Excel proficiency are a must!, • Incredible attention to detail and organizational skills, • Ability to work well independently and on a team, • Open to continuing education, associates’ degree or higher preferred, • Positive attitude, even in a fast-paced environment, • A passion to make customers and coworkers feel important and valued, • Capability to work quickly and efficiently, • Methodical, yet swift decision-making skills especially in regard to prioritization, • Precise communication skills, even under time constraints, • We are not a call center environment, • We achieve success by building genuine relationships together, with our teams and clients, • We are a family owned insurance broker (nearly 70 years!), • We are deeply committed to the communities we serve and love to get involved, • Competitive salary and referral bonuses!, • Expansive Benefits (Medical, Dental, Vision—and SO many more), • 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!, • Company 401K contribution received starting Day 1 (for participants 21+ years old), • Educational support, career development, and growth opportunities, • Job Security (we’ve never had a lay-off, even during the pandemic), • Flexibility, including hybrid schedules! Business hours 8am-4:30pm, • Comfortable, family-oriented culture, with an emphasis on work life balance, • Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)