Client Manager Marine Personal Lines
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Job Location:
Miami Lakes, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
Scope of Responsibilities
Responsible for acting as primary contact between Yacht clients and insurance carriers and retaining Yacht clients through good customer service. Market new business and renewals on yachts. Must have strong Yacht experience both client and Market.
Location
Can work within any NSI South Florida Office Location
Responsibilities
1. Act as primary contact between client and/or producers and insurance carriers and apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers.
2. Contact and visit assigned clients and/or producers within required time frames to evaluate client needs and make recommendations present bid results relate new product information and receive feedback on services.
3. Process new cases by requesting appropriate documentation from producers or clients as needed
4. Prepare all pertinent information required documentation and correspondence to set up permanent case files and update the computer system.
5. Coordinate application process with producers or clients as needed.
6. Prepare and provide price quotes for all new and existing clients as needed.
7. Quote bind and underwrite all renewal applications and new business in a timely and accurate manner.
8. Issue endorsements for all client policy changes.
9. Answer client inquires as needed.
10. Process claims as needed.
11. Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.
12. Review renewal actions and discuss with carriers negotiate changes draft renewal proposals and submit.
13. Document all telephone inquiries and pertinent policy information on computer system.
Skills
Oral and Written Communication Skills
Customer Relations
Organization and Project/Case Management
Presentation Skills
Time Management
Education/Training
Bachelors Degree Preferred
Experience
Minimum of 5 years Personal Lines Experience
Minimum of 3 years Yachts Experience
Certifications/Licenses
Property & Casualty 220 License a must
Required Experience:
Manager
Key Skills
- Customer Service
- Data Networking
- Horticulture
- Fashion Designing
- Guest Services
- ACCA
