Position Description

Position Summary:

Manages the Elatas Risk Partner’s book of business and its associated operations. Completes a wide variety of generalized and specialized agency support and customer sales and service functions.

Reporting Relationship:

Reports directly to the VP Business Development & Sales

Essential Functions/Responsibilities:

• Works in a cooperative manner with management, coworkers, customers, and vendors; supports  LAMMICO’s mission and vision in daily operations
• Contributes to the development of the department’s strategic and operating planning and meets assigned target dates and objectives; helps ensure that department and company quality, service and productivity standards are met
• Interact courteously and professionally with all Elatas Risk Partners/LAMMICO employees, policyholders, and outside vendors; seeks to support ERP’s mission and vision in daily operations
• Responds to telephone inquiries relative to ERP’s products and/or services
• Markets quotes/renewals to insurance carriers and brokers
• Develops and maintains prospect/client proposals
• Reviews new business/renewal policies
• Handles transactions, endorsements and COI’s relating to ERP’s clients
• Distributes and files assigned incoming mail and correspondence
• Agency accounting; assists LAMMICO accounting department in reconciling accounts
• Works with accounting agency specialist on the processing of Agency’s operating and trust cash receipts and disbursements including coding, preparing checks, issuing, mailing and maintaining the vendor files in AMS
• Works with Agency Account Executive on Agency Billing Process; makes certain Agency Billed receipts are collected timely and that the carrier is paid
• Gathers competitive intelligence, analyze ERP’s position and recommend action
• Maintain Agency AMS database(updates), form letters, client and agency files
• Nurtures and maintains relationship with insurance carriers/brokers; assures files and contracts are properly maintained
• Develops and assists with training on all new agency processes
• Manages LAMMICO’s bond needs for the claims department
• Serves as a consultant/agent to the CFO for LAMMICO’s insurance policies
• Participates in the screenings and appointments for any new LAMMICO agent
• Manage and renew LAMMICO’s/ Elatas’ licenses/appointments with multiple states
• Represents the Agency and the Marketing department at business functions as needed
• Meets with agency clients and prospects to sell agency products and services

Secondary Functions/Responsibilities:

• Other responsibilities and special projects as assigned
• Maintains Agency manuals

Education, Experience and Skills

Required:

• P&C license required; must acquire licenses for all other lines of insurance sold by Elatas as necessary after hire
• Bachelor’s Degree or five years of experience in the insurance industry or the inside marketing of all Elatas Risk Partner’s product lines
• Working knowledge of DOI regulations pertaining to insurance agencies
• Demonstrated leadership skills
• Ability to service and deal with demanding customers in a fast-paced environment
• Strong customer focus and team orientation
• Ability to appropriately handle confidential and sensitive company information
• Commitment to continuing industry and individual functional education
• Strong decision making skills
• Excellent communication skills with the ability to interact and work effectively with employees at all levels within the organization
• Ability to manage time, set priorities and work independently; ability to organize, analyze, and interpret information
• Proficiency in the use of Microsoft Office Programs, AMS and ImageRight