About Collins:
Collins and Associates Corporation is an established and growing national insurance agency with locations in Grand Rapids/Ada, Kingsley, Harbor Springs and Indian River, Michigan. Collins and Associates Corporation is a leading-edge innovator in commercial and personal insurance, specialty insurance and risk management programs. Rather than positioning ourselves as just another broker, we have built our company to be a source of ideas, knowledge and imagination that can bring real value to your business and proactively protect you and your family.
A successful candidate will be educated, skilled, and capable of building, cultivating and managing clients, internal team and carrier relationships. Their experience includes handling “A-Z” servicing, account rounding, marketing and managing the renewal process on their book of business. Servicing includes negotiating renewals, processing audits, endorsements, cancellations, completing proposals, processing policies, handling claims, and all related invoicing. Our candidate is experienced in commercial lines, including but not limited to surplus lines, property, umbrella and excess liability, general liability, workers compensation, auto, cyber liability, bonds and executive liability for a variety of industries. They will hold an active property and casualty license.
Job Responsibilities:
- The primary function of this position is meeting the overall insurance needs of our internal team and clients as outlined above for small business (approx. 250 accounts)
- Provide prompt and courteous service to our clients, team, carrier, and broker partners to retain and grow our commercial lines book of business
- Monitor monthly expiration lists closely and follow-up activities for all assigned accounts
- Review existing accounts for supplemental coverage and renew accounts as appropriate
- Maintain a professional relationship with clients, co-workers, and company personnel
- Prepare complete and accurate applications through the agency management system
- Utilize company website portals for quoting new lines of business, requesting changes and for monitoring policy activities
- Maintain up to date customer files, both paper and electronic files in Applied/EPIC
- Follow department policies and procedures closely and prioritize work according to established guidelines
- Complete various duties and special projects as assigned
Required Qualifications:
- 2 plus years of experience managing commercial small business
- Property and Casualty license appropriate to the position and ability to meet bonding requirements.
- CISR Professional designation desired
- Understand, review, and analyze insurance forms, and policies verifying accuracy
- Above average mathematical skills and ability to rate insurance policies
- Strong written and oral communication skills
- Work normally scheduled hours and additional time when necessary
Preferred Skills:
- Courteous and professional telephone manner and appearance
- Ability to perform multiple tasks simultaneously
- Pleasant and friendly personality, focused on client needs
- Proficient with MS Office suite of products (MS Word, MS Excel)
- Must be initiative-taking and be able to work independently without close supervision
- Ability to remain calm under pressure
- Attention to detail, thorough and accuracy
- Professional work ethic
Additional Details:
- The location of the role will be in person in our Indian River, Harbor Springs, Kingsley, or Grand Rapids/Ada, Michigan office
- Hours for the role is as follows: 8:00am to 5:00pm Monday – Thursday, 8:00am – 4:30pm Friday (Memorial Day through Labor Day we close at 4:00pm on Friday.
- This position's primary responsibility is to provide superior customer service to our clients. High impact on retention of core business. No budgetary authority, no direct reports. Directly affects client satisfaction and retention of business
- The above statements are intended to describe the general nature and level of work being performed by the people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified
Salary and Benefits:
We offer competitive salaries and benefits including medical/dental/vision plans, employer paid life insurance, Flexible Savings Account, short term and long-term disability, 401K, with a match, cell phone reimbursement, educational expense reimbursement, paid vacation, paid personal time, paid holidays, possible relocation package and more.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
