Act as the main, day-to-day contact for clients in your book
Prepare Applications and other documents required for a submission
Perform Contract reviews for insurance requirements compliance
Prepare Evidences of Insurance, Invoices, and Finance Agreements
Process Endorsements
Analyze and compare current exposures to develop renewal or new business specifications for marketing
Conduct marketing, negotiate rates and review quotes and coverages for competitiveness and accuracy
Review and summarize marketing results and prepare proposals
Monitor and manage the renewal marketing and bind process, in partnership with the Producer
Check binders, policies, and endorsements for accuracy
Prepare summaries and/or schedules of coverage for clients
Participate in the claims process, including claim submission, follow-up, and overall communication
Ensure financial aspects related to invoicing and premium financing are performed correctly and timely
Maintain files in accordance with company policy and professional standards outlined by the Department of Insurance
Good verbal and written communication skills for both client and internal communication

Client Manager, Personal Lines

Key skills