Jobs · Customer Service · Virginia

Commercial Lines Broker

MarshBerry · Richmond, VA · 6 days ago
HybridCustomer ServiceFull-time

About the role

FirstChoice is currently seeking a Commercial Lines Broker for our Richmond, Virginia office. This is a hybrid position based out of our Richmond, VA office. The candidate will work onsite Monday through Thursday with the option to work remotely on Friday's. This individual will report directly into our Risk Placement Manager.

Responsibilities

  • Review new business submissions and triage appropriately.
  • Identify the best opportunities as well as accounts to decline due to class of business, insufficient lead time, E&S or non-standard business, etc. within established procedures and timeline.
  • Maintain knowledge of basic underwriting skills, insurance regulations, best practices, and carrier appetites.
  • Educate agents and insureds regarding insurance coverages, needs, and pricing.
  • Maintain a suspense system to proactively follow-up on quotes, member correspondence, and any outstanding items to bind policies and successfully close new business.
  • Provide timely, courteous, and professional customer service to all FirstChoice members and partners.

Qualifications

  • Bachelor’s Degree in Finance, Business, or other related field or the equivalent of 8+ years’ experience in commercial insurance.
  • Minimum of 5 years’ experience in commercial lines insurance.
  • P&C license required. Additional insurance designations or licenses are a plus.
  • Proficient with technology: CRM, Microsoft Word, Excel, and Power Point. Knowledge of Applied Epic is a plus.
  • In depth knowledge of insurance coverages and carriers.

Skills

  • Drives for results: Consistently meets or exceeds expectations. Ensures timely and accurate completion of all assignments and projects. Pushes through challenges to achieve quantifiable results.
  • Customer service: Consistently demonstrates a “customer first” attitude. Ensures the customer has a complete and satisfactory experience in terms of products/services rendered and questions/concerns addressed.
  • Communication: Conveys information clearly and concisely in written and verbal form. Listens attentively to others and responds based on information received.
  • Prioritization: Organizes job duties. Meets deadlines. Aligns projects and tasks with corporate objectives. Ensures work being completed aligns with successful achievement of corporate, departmental, and team goals and deadlines issued.
  • Process oriented: Consistently follows procedures to ensure accurate completion of tasks. Utilizes data when making decisions and to identify inefficiencies and/or inaccuracies of standard operating procedures and makes suggestions for improvement.
  • Collaboration: Proactively seeks opportunities to work with peers and be part of a team. Capable of completing a task or project in conjunction with others. Appropriately includes others in the decision-making process.
  • Confidentiality: Maintains privacy of proprietary information in internal and external communications.
  • Accountability and Responsibility: Willingly accepts responsibility for the results of one's actions or behaviors. Explicitly claims ownership of, takes action, and answers for consequences, both positive and negative.
  • Integrity: Upholds the highest ethical standards in one's behaviors and activities.

Benefits

MarshBerry provides competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Pay

Details on pay are not specified in this job posting.

Schedule

This is a hybrid position based out of our Richmond, VA office. The candidate will work onsite Monday through Thursday with the option to work remotely on Friday's.

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