What are the responsibilities and job description for the Business Insurance Consultant position at McConkey Insurance & Benefits?
The Business Insurance Consultant is responsible for promoting McConkey, managing the professional relationship, servicing, and renewal process for their assigned clients. The Consultant works closely with assigned Business Insurance Executives.
Essential Duties and Responsibilities:
- Develop, enhance, and maintain relationships with our existing commercial clients in conjunction with the primary Business Insurance Executive
- Demonstrate teamwork by assisting Business Insurance Executives with account acquisition, service, and prospecting
- Refer clients to our Benefits, Personal Lines and Surety departments
- Maintain relationships with Business Insurance Executives, Client Service Managers, Claims Department, Accounting, Insurance Carriers, Captive Managers, Service Providers, etc.
- Promote relationships between clients and Client Service Managers by engaging them in client meetings
- Oversee all aspects of assigned accounts by coordinating efforts with Client Service Managers, Claims department, Accounting, Insurance Carriers, Captive Managers, Service Providers, etc.
- Manage the renewal process of assigned accounts, utilizing expiration reports and agency management system activities
- Utilize agency management system to track existing and new business clients
- Coordinate safety, loss control, risk management, and claims services
- Manage accounts receivables for all assigned clients by reviewing monthly Aged Receivable reports
- Control expenses and adhere to budgetary guidelines
- Contribute to the overall management and growth of the agency
- Actively participate in internal committees and engage in community service by serving on boards, donating time and expertise to non-profits
- Attend and/or present at department meetings
- Pursue education opportunities and insurance designations while remaining current with your continuing education requirements
- Ensure that the professional standards of McConkey are being met
- Perform additional duties as assigned by management
Key Competencies:
- Resourceful, innovative approach to problem solving
- Initiative to work on multiple projects simultaneously and self-direct priorities to meet deadline driven business
- Dependability, high-energy and flexibility
- Strong communication skills both written and verbal, strong presentation skills
Position Requirements:
- College degree or advanced education strongly preferred
- Active Property & Casualty insurance license
- Fundamental knowledge of various insurance products and coverages
- Advanced proficiency with Microsoft Office Suite
Physical Requirements and Work Environment:
- Extended periods of time in a sedentary position with ability to move about office to access office equipment and attend meetings
- Prolonged periods of working on a computer using keyboard
- Work environment includes interacting with others, participating in meetings, corresponding through email and phone calls
- Must be able to communicate effectively in English both verbally and in writing to internal and external clients
- Frequent out-of-office travel, including overnight travel, is required
- Must have valid driver’s license, own reliable transportation, and vehicle insurance must meet company’s requirements
- Client appointments and work-related events will require attendance outside of standard office hours of 8:00am to 5:00pm
The McConkey employee experience is very important to us! We are a team-based organization, offering a hybrid work environment (both an in-office presence and ability to work remotely), excellent employee benefits, paid time off and so much more! Submit your resume to to apply and learn more about how you could join our award-winning team!
