This is a dual support role that will primarily report directly to the agency’s marketing director (Captives), while also having a limited scope of executive assistant responsibilities assigned by management. The position will require excellent customer service and problem-solving skills, strong communication skills, and the ability to interact effectively with people both within and outside the organization.

Day-to-day responsibilities/tasks working with the Captive Unit may include, but are not limited to:

• Assisting with the compilation and completion of timely and accurate market submissions for captive new and renewal business to include, but not limited to:
  • Cataloging and/or maintaining client submission records within the office share drives, agency management system (Epic), and other 3rd party software as appropriate and in accordance with agency standards as defined by the marketing
  • Communicating with account managers as a liaison for the marketing director to ensure accurate data is obtained for captive supplemental applications.
  • Interacting with (at the discretion of the marketing director) carriers, underwriters, or new business prospects to collect and provide data and information for decision making in the marketing
  • Analysis of contractual insurance requirements and client needs with agency
• Assist in requesting loss runs, claims analysis and other applicable items as it relates to captive new and renewal
• Assist in preparing loss summaries with updated loss runs each year for captive new and renewal
• Attending office and client meetings as
• Assisting with other marketing duties as assigned

Day-to-day responsibilities/tasks assigned by agency management may include, but are not limited to:

• Coordinating/scheduling business travel arrangements for Agency Managing Director /Producer Mike Knotts
• Completing/submitting/maintaining business expense reports and supporting detail for Agency Managing Director/Producer Mike Knotts
• Coordinating/Completing other Administrative duties as assigned or requested

Minimum Qualifications:

• High School diploma is required; Bachelor’s degree
• 1 to 3 years of experience with an in-depth understanding of most aspects of property and casualty
• Must have appropriate state insurance
• Strong communication skills, both verbal and written
• Prior working knowledge of an agency management system; Epic is