Client Manager – Business Insurance

Role Overview

• Maintain files in agency management system and document management system in an orderly, up-to-date manner
• Perform account transactions including but not limited to applications, quotations, ID cards, endorsements, invoices, binders, renewals, certificates, follow-up and correspondence on assigned accounts
• Obtain renewal information from the insured and company on designated accounts prior to renewal and completes applications as needed
• Maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims
• Review existing accounts to determine if additional lines of insurance should be solicited
• Receive and review all terminations and cancellations to determine action to be taken
• Actively review increases in limits and/or overages or rounding out accounts through sales to clients at service contact opportunities
• Document all material conversations with insured and/or carriers regarding exposures and coverages
• Manage a book of business alongside the assigned Producer on the account
• Gather and prepare submission information as appropriate to the account and coordinates the remarketing process
• Participate in client meetings
• Conduct on-line rating and use of insurance analysis tools
• Consistently strive to make a positive contribution to customer satisfaction
• Assist production unit in special projects related to sales and/or servicing
• Ensure confidentially of information acquired
• Respond to client on all facets of customer service including coverage review, analysis and recommendations, quoting and securing coverage, and claims assistance with minimal guidance

Requirements

• High School diploma or general education degree; some college or higher education preferred
• 3-5 years’ experience in underwriting, rating and billing or prior insurance experience at an agency or related company
• 1-2 years’ experience providing customer service to commercial lines customers
• Ability to read and interpret documents such as renewal applications, workers’ compensation mod sheets and procedures manuals
• Ability to professionally communicate information and respond to questions from groups of managers, clients, customers and the public
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities