Client Manager - Personal Lines/Private Client
Client Manager - Personal Lines/Private Client
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Company:
Marsh McLennan AgencyDescription:
The Client Manager position serves as the main contact for the Private Risk Services and Personal Lines clients and provides day-to-day servicing and support for their client group.
Principal Duties and Responsibilities
Main point of contact for the client addresses general questions provides guidance on appropriate coverage changes and/or contractual requirements informs/educates client on exclusions and exposures issues insurance cards prior to expiration date and resolves accounting discrepancies
Maintain and update coverage summaries of each assigned client as well as new business accounts
Investigate and evaluate coverages rates and general trends within the industry
Prepare and ensure the accuracy and timeliness of insurance specifications and coverage binders
Monitor the accuracy of insurance policies received from carriers prior to their delivery to clients
Conduct all business in accordance with established policies and procedures
May attend client meetings on or off site on occasion
Other duties as assigned
Knowledge Skills and Abilities
Required:
High School Diploma
3 years in Private Risk Services or Personal Lines insurance
Licensed in Arizona Property/Casualty (or ability to transfer existing license)
Ability to effectively communicate both written and verbally to internal and external parties
Excellent time management organizational and multi-tasking skills with high attention to detail
Ability to build and maintain effective relationships with clients carriers and peers
Ability to work independently and in cross-functional teams
Proficiency in Microsoft Office Products (Outlook Word Excel Power Point)
#LI-DNI
Required Experience:
Manager
Employment Type
Full-Time
