Duties and Responsibilities
o Become aware of and understand company culture so goals and objectives can be reached in accordance with the company’s mission, vision, and strategic plan.
o Regular sessions to learn and develop position and responsibilities.
o Perform insurance functions necessary to support the agency to include, but not limited to, processing claims, premiums, refunds, billings, file maintenance, policy changes, audits, new business & renewals.
o Competent user of the agency management system (EPIC) or similar systems as other brokers.
o Communicate orally and in writing with co-workers, clients, and insurance companies regarding insurance programs.
o Good command of commercial markets
o Review quotes obtained from markets to formulate a proposal.
o Ability to enter data into Accord forms and carrier websites and communicate with underwriters. Resolve client-billing questions and follow up on the collection of premiums.
o Review non-standard certificate requests from the client.
o Complete necessary surplus line filings.
o Initiate marketing of new & renewal business with input from Account Executive or lead Account Manager.
o Manages the services, insurance renewal, and marketing calendar for 50-120 accounts, typically medium to large accounts, or a book revenue of $250,000 to $450,000.
o Assists Producer, AE, or other AMs on the team with client servicing needs on other accounts.
o Research and compile answers to client policy and coverage questions.
o Maintain an in-depth knowledge of insurance coverages.
o Must have a good understanding of the insurance companies for placement of coverage through the marketing process.
o Perform a review of the client’s account to determine gaps in coverage.
o Adheres to agency policies and procedures.
Knowledge, Skills, and Abilities which might help you be successful in this position
o Experience with multiple workforce technology systems and adaptability to embrace new technology with advanced ability with Word, Excel, and PowerPoint Strong facility with multiple technology systems and carrier websites.
o Project management skills and experience.
o Proven ability to work effectively in a team environment with co-workers and managers.
o Capability of effective planning and priority setting.
o Ability to manage several complex projects while working under pressure to meet deadlines.
o Strong analytical and organizational skills. Ability to Multi-Task and prioritize.
o Strong facility with numbers and mathematical calculations. Able to research risk issues and solve problems.
o Knowledge and application of property and casualty insurance.
o Must possess a Property/Casualty License.
o Excellent communication (verbal and written) and organization skills.
o Ability to work independently with minimum supervision and as a team participant.
o Must have the ability to back-up Account Executive in periods of absences.
o Has the desire to continue to learn. Takes direction well.
o Be proficient in all aspects of agency product administration.
Other Duties
o Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Work Environment
o This job operates in a professional office environment. The position requires frequent use of office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Duties and Responsibilities
o Become aware of and understand company culture so goals and objectives can be reached in accordance with the company’s mission, vision, and strategic plan.
o Regular sessions to learn and develop position and responsibilities.
o Perform insurance functions necessary to support the agency to include, but not limited to, processing claims, premiums, refunds, billings, file maintenance, policy changes, audits, new business & renewals.
o Competent user of the agency management system (EPIC) or similar systems as other brokers.
o Communicate orally and in writing with co-workers, clients, and insurance companies regarding insurance programs.
o Review quotes obtained from markets to formulate a proposal.
o Ability to complete all Accord applications and enter data into the database.
o Initiate marketing of new & renewal business with input from Account Executive or lead Account Manager.
o Manages the services, insurance renewal, and marketing calendar for 35-60 accounts, typically small accounts, or a book revenue of $120,000 to $250,000.
o Assists Producer, AE, or other AMs on the team with client servicing needs on other accounts.
o Research and compile answers to client policy and coverage questions.
o Maintain an in-depth knowledge of insurance coverages.
Knowledge, Skills, and Abilities which might help you be successful in this position
o Experience with multiple workforce technology systems and adaptability to embrace new technology with advanced ability with Word, Excel, and PowerPoint Strong facility with multiple technology systems and carrier websites.
o Project management skills and experience.
o Proven ability to work effectively in a team environment with co-workers and managers.
o Capability of effective planning and priority setting.
o Ability to manage several complex projects while working under pressure to meet deadlines.
o Strong analytical and organizational skills. Ability to Multi-Task and prioritize.
o Strong facility with numbers and mathematical calculations. Able to research risk issues and solve problems.
o Knowledge and application of property and casualty insurance.
o Must possess a Property/Casualty License.
o Excellent communication (verbal and written) and organization skills.
o Ability to work independently with minimum supervision and as a team participant.
o Must have the ability to back-up Account Executive in periods of absences.
o Has the desire to continue to learn. Takes direction well.
o Be proficient in all aspects of agency product administration.
Other Duties
o Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Work Environment
o This job operates in a professional office environment. The position requires frequent use of office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Duties and Responsibilities
o Become aware of and understand company culture so goals and objectives can be reached in accordance with the company’s mission, vision, and strategic plan.
o Regular sessions to learn and develop position and responsibilities.
o Provide customer service support to internal and external customers.
o Process and facilitate new employee onboarding, including I9, W4, and direct deposit verification.
o Coordinate and administer employee benefit programs.
o Work on becoming proficient in multiple workforce technology areas such as benefits, onboarding, compliance, human resources, reporting, and more.
o Troubleshoot workforce technology questions and issues with clients and employees.
o Develop client relationships to progress the client experience for our services.
o Ability to organize and coordinate work schedule for a multitude of tasks, such as customer service requests, processing day-to-day tasks, scheduling, and conducting one-on-one onboarding and offboarding calls, and compliance reviews.
o Learn about Benefit Compliance to assist clients in meeting compliance requirements.
o Collaborate with team when implementing new client services.
o Accurately gather, organize, and reconcile benefit data for multiple purposes.
o Develop communication tools to enhance understanding for clients.
o Monitor and verify processes and tasks are being completed within regulations and policies.
o Evaluate and revise internal processes to reduce costs and increase efficiency.
o Document and maintain administrative procedures for assigned processes.
o Provide training and support to clients and employees.
o Learn to process payroll across multiple clients and varying pay frequencies.
Knowledge, Skills, and Abilities which might help you be successful in this position
o Computer proficiency and technical aptitude with the ability to use Microsoft products.
o Experience with multiple workforce technology systems and adaptability to embrace new technology.
o Project management skills and experience.
o Proven ability to work effectively in a team environment with co-workers and managers.
o Capability of effective planning and priority setting.
o Ability to manage several complex projects while working under pressure to meet deadlines.
o Strong analytical skills and a thorough knowledge of benefit plans concepts, human resource actions, and payroll.
o Knowledge of human resource, benefit, and payroll rules and regulations.
o Excellent communication (verbal and written) and organization skillse proficient in all aspects of agency product administration.
o Has the desire to continue to learn. Takes direction well.
Other Duties
o Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Work Environment
o This job operates in a professional office environment. The position requires frequent use of office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Potential for hybrid remote work available.
RISQ Consulting is ready to invest in hungry, humble, and smart individuals who are interested in learning about sales and the dynamic, fast paced risk management industry.
Our Sales Associate Internship will introduce you to the wide world of insurance from commercial coverages, to health benefits, to HR and payroll, to sales and growth. We want to offer you a meaningful hands on experience learning from the best of our team. At the end of this internship we hope you have a good idea of what we do and be able to decide which part of this industry and our business interests you before embarking on a career with limitless possibilities.
As a Sales Associate Intern, you will:
o Experience the servant leadership model and the RISQ Way for exceptional employer/employee/client relationships.
o Understand the importance of branding and culture within an organization.
o Learn to identify and develop new business opportunities through prospecting, research and lead generation.
o Help craft marketing strategies, materials, and execute events.
o Attend client meetings with Consultants and Account Managers.
o Develop business acumen and industry knowledge through ongoing training and development.
o Comprehend the client lifecycle through installations, renewals, customer service, and terms.
o Learn how to manage client relationships and deliver high quality risk consultation.
o Learn about the insurance licensing process, so that if you return, you can get your life & health insurance (L&H) license and/or your Property & Casualty insurance license.
We pride ourselves on being Alaska’s fastest growing brokerage, utilizing cutting edge technology and holistic strategies to provide risk management solutions for our clients across Alaska. Our employees enjoy flexibility, mentorship, and incredible professional opportunities.
Why not start your career journey at a place that values ambition, innovation, community, and lifelong learning? Start with RISQ Consulting!
