Wrap-Up Program Administrator

SUMMARY

Responsible for managing several OCIP and CCIP wrap-up programs varying in size from small to large.  The position requires account management and sales support skills, client relationship management, and occasional interface with the insurance market relationships on existing accounts.  This position also requires superior computer skill and ability.

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Provides administrative support to an assigned group of clients, which includes Wrap-Up accounts;

•    Supports Producer in developing new business opportunities for existing clients and prospects;

•    Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;

•    Analyzes and compares current exposures and develops renewal or new business specifications for marketing;

•    Reviews and summarizes marketing results and prepares proposals;

•    Provides assistance with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations;

•    Resolves customer service inquiries that require research and interactions with carriers or agents;

•    Conducts marketing, negotiates rates, reviews quotes and coverage’s for competitiveness and accuracy;

•    Finalizes proposals and presentations in coordination with Producer;

•    Prepares renewals and client information presentations and assists in preparing Request for Proposal (RFP) responses;

•    Meets with clients as needed or directed by Producer;

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

•    Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE

Associates degree or equivalent combination of education and experience

Four (4) or more years related work experience

Valid Insurance license

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills

Advanced planning, organizational and prioritization skills

Ability to work within a team and to foster teamwork

Excellent customer services skills, including telephone and listening skills

Proficient in Microsoft Office Suite



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