NSI Insurance Groupproudly recognized as a South Florida Top 10 Best Places to Workis seeking a Client Manager for Middle Market Commercial Lines .
Scope of Responsibilities
Responsible for acting as primary contact between clients and insurance carriers and retaining clients through good customer service.
Location
Miami Lakes Office Preferably - Open to 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. Prepare and provide price quotes for all new and existing clients as needed.
4. Coordinate with the management regarding broker service presentations and fact finding meetings.
5. Prepare and submit bid specifications to be mailed to carriers.
6. Compare bid results as received and determine recommendations for clients.
7. Process new cases by requesting appropriate documentation from producers or clients as needed.
8. Coordinate enrollment process with producers or clients as needed.
9. Quote bind and underwrite all renewal applications and new business in a timely and accurate manner.
10. Issue endorsements for all client policy changes.
11. Answer client inquires as needed.
12. Perform new case installation.
14. Prepare all pertinent information required documentation and correspondence to set up permanent case files and update the computer system.
15. Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.
16. Review renewal actions and discuss with carriers negotiate changes draft renewal proposals and submit.
17. Schedule and hold renewal meetings with clients and/or producers.
18. Update principals on renewal results within required time frames.
19. Attend seminars or training programs or other applicable seminars and inform staff of knowledge gained.
20. Document all telephone inquiries and pertinent policy information on computer system.
WHAT YOULL NEED:
Insurance Expertise Strong understanding of Middle Market Commercial Lines Lines minimum 5 years experience.
Market and Industry Knowledge In-depth knowledge of the insurance marketplace including carriers and coverage options.
Client-Centric Mindset Ability to clearly explain coverages to clients and provide tailored risk management solutions.
Strong Communicator Excellent verbal and written communication skills with the ability to educate and advise clients confidently.
Relationship Builder Skilled at fostering and maintaining strong relationships with clients carriers and internal teams.
Detail-Oriented & Organized Capable of managing multiple accounts while ensuring accuracy in policies and proposals.
Relevant Work Experience Previous experience at a local agency or insurance is highly desirable.
License Property & Casualty 220 License preferred;Customer Representative 440 minimum allowed
WHO YOU ARE
COMPENSATION:
Actual salary at the time of hire may vary and may be above or below the range based on various factors including but not limited to the candidates relevant qualifications skills and experience and the location where this position may be filled.
EMPLOYEE BENEFITS:
At NSI Insurance Group we recognize the importance of our employees health and wellness. We care about our Employee-Owners we care about our customers and we care about the world around us. We are committed to providing a high quality competitive employee benefit program which is designed to address our employees benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family. Benefits include:
JOIN AN AWARD WINNING TEAM!
** 2026 South Florida Business Journal Best Places to Work
** 2025 South Florida Business Journal Best Places to Work
** 2024 South Florida Business Journal Business of the Year Finalist
** 2024 South Florida Business Journal TOP 10 Best Places to Work
** 2016 through 2023 Big I Best Practices Agency
** 2022 Property & Casualty 360 Agency of the Year- National
** 2021 South Florida Business Journal Coolest Office
NSI Insurance Group a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race sex age color religion national origin veteran status disability sexual orientation gender identity genetic information or any characteristic.
NSI Best Places to Work 2024 honoree: Insurance Group won coolest offices to work 2021! Check out our story here: our Company Website: Experience:
Manager