Director - Tax

Responsibilities

• Supports the broking team that manages tax liability insurance policies.
• Prepares submission and distributes to marketplace.
• Reviews quotes and organizes into summary report.
• Affords assistance in communicating with underwriters via e-mail and telephone.
• Affords assistance in communicating with clients via e-mail and telephone.
• Obtains and distributes information from clients and underwriters.
• Reviews policies and binders for accuracy and completeness.
• Maintains and develops business relationships with producers and senior underwriting contacts.
• Maintains knowledge of insurance carriers and their business practices.
• Participates in continuing education to maintain license and industry credentials.

Qualifications

• Insurance broker’s P&C/surplus lines license will be required.
• An undergraduate university degree required; law degree preferred, although not required.
• Minimum of 3 – 5 years of experience.
• A thorough understanding of transactional insurance products and principles and be able to communicate them to underwriters and clients.
• Excellent negotiation, conflict resolution, and sales skills.
• Excellent attention to detail, be process-oriented, and be a self-starter with minimal need of supervision.
• Familiarity with Microsoft Office suite.
• Solid written and oral presentation skills.