Business Insurance Client Manager - Commercial Lines

Jones Insurance Agency, Inc.•Garner, NC

About The Position

This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance accounts. Provides prompt, efficient, friendly, high-quality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our “Client-first” service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties.

Requirements

2 years insurance experience
NC Department of Insurance Property & Casualty License OR ability to obtain license within the first 30 days of employment
Ability to discuss, support, and sell insurance products in states where the agency functions.
Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc.
Must have excellent communication skills; written and verbal.
Must be an assertive self-starter with the ability to influence others.
Must excel at being client focused and able to work in a team-oriented environment
Should have demonstrated effective presentation skills through both verbal and written communication

Responsibilities

Gathers information and risk management recommendations for new business/renewals
Works closely with Producers on new prospects to maximize success
Conducts periodic service calls for designated accounts
Involves Producer and/or Management on claims, payment problems, loss control, and renewals
Performs special projects at the request of designated clients upon approval of manager
Maintains a concern for timeliness and completeness when interacting with clients, agency and company personnel to minimize potential for errors & omissions claims
Completes applications for designated renewal business and analyzes renewal process with Producer to have a common understanding
Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt
Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail email and/or phone prior to renewal
Receives and reviews all terminations and cancellations to determine action
Handles premium collection through form letters and requests cancellation of policies when necessary
Follows up on outstanding claims and provides assistance in their resolution
Monitors audits done by carriers and manages the Agency’s handling of these audits
Maintains continuing education as needed for insurance license
Maintains appropriate professional insurance designation (CIC, CISR, or CPSR)
Performs other functions as assigned by management