Business Insurance Client Manager - Commercial Lines
Business Insurance Client Manager - Commercial Lines
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Salary Not Disclosed
1 Vacancy
Job Description
Career Opportunity Business Insurance Client Manager
If you are looking for:
- An employer thatprovides tremendous growthand invests in your learning
- A professional work environment whereteammatesare supportive and accountable
- An opportunity toteach new tools and technologyto your clients and community
- Standard working hours with options forremote workand flexible schedules
- A competitive salary withoutstanding benefits
- Afamilyorientedemployer that has been in business for over 60 years
Then we shouldtalk because we are alwayslooking for:
- Selfmotivated individuals with an oldfashionedwork ethic and positive attitude
- Someone with a proven ability to support and potentially lead ateam
- A quick learnerwho can graspnew concepts & ideasin a fast paced environment
- A clientfocused professionalwho is able to listen communicate and teach technology
Summary
This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance accounts. Provides prompt efficient friendly highquality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our Clientfirst service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties.
Qualification Requirements
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Qualifications
- 2 years insurance experience
- NC Department of Insurance Property & Casualty License OR ability to obtain license within the first 30 days of employment
Knowledge Skills and Abilities
- Ability to discuss support and sell insurance products in states where the agency functions.
- Ability to use personal computer calculator agency automation system and proficiency in various software programs including but not limited to Microsoft Office (Word Excel and Outlook) Applied EPIC etc.
- Must have excellent communication skills; written and verbal.
- Must be an assertive selfstarter with the ability to influence others.
- Must excel at being client focused and able to work in a teamoriented environment
- Should have demonstrated effective presentation skills through both verbal and written communication
Supervisory Responsibilities
May have some supervisory responsibilities as the business grows.
Essential Functions
- Gathers information and risk management recommendations for new business/renewals
- Works closely with Producers on new prospects to maximize success
- Conducts periodic service calls for designated accounts
- Involves Producer and/or Management on claims payment problems loss control and renewals
- Performs special projects at the request of designated clients upon approval of manager
- Maintains a concern for timeliness and completeness when interacting with clients agency and company personnel to minimize potential for errors & omissions claims
- Completes applications for designated renewal business and analyzes renewal process with Producer to have a common understanding
- Receives phone calls and office visitors requesting quotes changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt
- Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail email and/or phone prior to renewal
- Receives and reviews all terminations and cancellations to determine action
- Handles premium collection through form letters and requests cancellation of policies when necessary
- Follows up on outstanding claims and provides assistance in their resolution
- Monitors audits done by carriers and manages the Agencys handling of these audits
- Maintains continuing education as needed for insurance license
- Maintains appropriate professional insurance designation (CIC CISR or CPSR)
- Performs other functions as assigned by management
Physical Demands
Work Environment
Travel
Occasional travel may be required.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities duties and skills required of the position. All employees may have other duties assigned at any time.
We are committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion gender gender identity or expression sexual orientation national origin genetics disability age or veteran status. In addition to federal law requirements we comply with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training.
Required Experience:
Manager
Employment Type
Full-Time
