Small Business Service

The Small Business Service Associate is responsible for servicing small business client service needs, by analyzing customers’ individual needs, evaluating options, by support account managers and account executives.

About Element Risk Management

• Integrity is the foundation of trust in every decision, relationship, and outcome.
• Pursue the never-ending journey of Continuous Improvement.

Responsibilities

• At all times, the Small Business Service Associate I shall: Support Account Managers and Account Executives to develop and retain customers.
• Answer questions from clients regarding coverage when applicable.
• Assist existing policyholders with endorsements, billing, EOIs, and coverage changes.
• Collaborate with Account Managers and Account Executives to provide feedback on customer and/or market conditions.
• Handle telephone calls and assist Account Managers and Account Executive as applicable with personal visits from customers pertaining to their individual risks and coverage requirements, claims, new business, remarkets and additional lines of coverage.
• Ensure that all requests for changes, endorsements, etc. are properly implemented and comply with the various company requirements.
• Other duties, as assigned.
• The position involves daily contacts with customers and carriers, which encompasses information exchange, problem solving, quoting, and/or negotiations, significant contact with customers to collect information on any changes to the customer’s characteristics and to analyze the customer’s continued exposure and tolerance to risk, as well as review coverage options and risk management/prevention strategies.
• Show up as our true self, speak honestly, and build trust through openness and respect.

Requirements

• Performs duties independently with little or no supervision, operating from established directions and instructions.
• Decisions are made within general agency constraints and insurance laws and require independent decision-making.
• Thorough technical knowledge of small business insurance, including an understanding of commercial lines and small business insurance forms and risk alternatives.
• Outstanding verbal and written communication skills.
• College degree or equivalent is desired.
• Must be organized with demonstrated skills for effective communication both verbal and written with the ability to influence others.
• Should be familiar with all operations with a thorough understanding of the agency system.
• Must have and maintain an active Property and Casualty license in required states.
• Take full responsibility for results, embracing both success and failure.
• Show grit and Relentless Perseverance, and practice Proactive Stewardship by protecting relationships and resources entrusted to us.
• Enhance skills, processes, and services while being Growth Oriented and driving innovation.
• Bring expertise with self-assurance while staying open to learning and valuing the perspectives of others.
• Lead and collaborate without ego.

OTHER RELEVANT REMARKS

This position description describes the general nature and level of work performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position. This position description is not intended as and does not create a contract of employment between the Agency and any individual employee. The Agency reserves the right to change this position description at any time within its sole discretion.

About Element Risk Integrity

Commit to honesty, transparency, and doing what is right even when no one is watching.