TAPS | Sr. P&C Consultant – Clayton, MO

Essential Duties and Responsibilities 

• Lead Account Managers in servicing clients within the account team 

• Maintain appropriate business contact with client 

• Responsible for the pro-active marketing and servicing of accounts with multiple lines of coverage 

• Utilize the Applied/Epic system and the shared drive to maintain client information 

• Build relationships with assigned clients and give prompt attention to their requests 
• Work directly with Producers to discuss client’s future insurance needs 
• Understand the clients’ business and risk profiles, utilizing this information to prepare insurance specifications. 
• Communicate the clients’ needs to their insurance carriers and identify new trends and developments 
• Prepare insurance proposals, outlining significant terms and conditions 
• Offer appropriate coverage including policies that are not currently purchased by the client, to eliminate the potential for uninsured claims 
• Check policies against quotes for accuracy, and request changes where needed 
• Assist in organizing pre-renewal and renewal meetings, and coordinating claims reviews, as needed 
• Research available insurance products and policies that may be appropriate for clients, utilizing vendor relationships within the insurance marketplace 

• Understand surplus lines and filings 
• Assist the accounting department with billing discrepancies, when necessary 

• All other duties and projects as assigned 

Qualifications, Skills and Requirements:

• Basic knowledge of Property and Casualty insurance coverage. 
• Proficiency in Microsoft Outlook Word, Excel and PowerPoint. 
• Ability to navigate vendor or agency management systems as applicable. 
• Proficiency in Applied / Epic or ability to learn these programs. 
• Knowledge of Adobe Acrobat is a plus.  

• Ability to manage client needs and multiple tasks.  
• Good organization skills.  
• Attention to accuracy and detail.  

Local travel will be necessary to meet the client needs and occasionally may be nationally.  

Additional Requirements 

• Excellent interpersonal skills and a pleasant disposition required at all times. 
• Mergers & Acquisition/Private Equity experience preferred.
• Ability to work well with others in a fast-paced environment. 
• Team player.  

Educational Requirements 

• High School, Associate Degree, College Graduate  
• Other: Brokers License  

Work Experience 

• At least 5 years of experience in the P&C field.