The primary purpose of this role is to contribute to the achievement of department, branch, and corporate goals relative to profit, growth, service producer and client relations.
Key Accountabilities & Responsibilities
Book Management
- Achieve recent business, rate and retention targets for the assigned portfolio, using portfolio analysis and strong account planning to support profit and growth.
- Work closely with NUC and internal stakeholders to maintain a consistent broker approach, monitor open claims and prepare thoroughly for account reviews.
Underwriting Quality and Compliance
- Follow underwriting, compliance and documentation standards, and assess new business, renewals and endorsements within authority.
- Make recommendations on risks outside authority, support account trade-off decisions and contribute to profit, premium and market analysis.
Sales, Marketing and Broker Management
- Meet producer targets, develop new business opportunities and manage the sales pipeline.
- Build strong broker and key account relationships through regular communication, visits and collaboration to retain and grow business.