Client Manager (Commercial Lines)

IMA Financial Group•Pasadena, CA

5d•$90,000 - $100,000

About The Position

The Client Manager (Commercial Lines) is responsible for an assigned book of business, processing renewals and incidental new business, cancellations, audits, and endorsement requests. This role requires accuracy in work product, issuing certificates of insurance, creating certificate guidelines, initiating renewal meetings, and managing the renewal process. The Client Manager will negotiate coverages and premiums with carriers, provide accurate renewal proposals, check policy coverages, endorsements, and audits for accuracy, and respond to or refer insureds' and underwriters' questions or requests. Additionally, the role involves invoicing policies and other transactions, assisting with account reconciliation, and being responsible for account rounding. The Client Manager is expected to attend company and department meetings, seminars/classes, client meetings, and carrier functions, adhering to all policies and procedures. A commitment to professional development, including attending educational classes and those offered by Bolton, is also required. The role emphasizes being an active, responsible team member, conducting oneself professionally and respectfully.

Requirements

4+ years of commercial P&C experience
Property & Casualty Insurance License.
CISR designation or other advanced designation.
Excellent oral and written communication skills.
Demonstrated comfort with renewal cycle and processes.
Possesses time management and problem solving skills.
Personal responsibility and accountability for assigned book of business.
Ability to build and grow professional relationships with clients

Responsibilities

Responsible for assigned book of business.
Process renewals and incidental new business, cancellations, audits, and endorsement requests.
Responsible for accuracy of your work product and that of others assisting you.
Issue certificates of insurance, when necessary.
Create certificate guidelines form.
Initiate renewal meetings and be responsible for renewal process.
Negotiate coverages and premiums with carriers.
Provide producer and/or client executive with accurate renewal proposals.
Check policy coverages, endorsements and audits for accuracy.
Respond to or refer insureds' and underwriters' questions or requests.
Invoice policies, audits, endorsements, cancellations and other appropriate transactions.
Assist producer, accounting department and client in the reconciliation of client accounts.
Responsible for account rounding.
Attend company and department meetings, position-related seminars/classes, client meetings, carrier functions, and other events as required.
Adhere to policies and procedures set forth for the Department and Bolton & Company.
Pursue a program for professional development, including attending educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language and other classes as recommended by leaders.
Be an active, responsible team member, conducting yourself in a professional and respectful manner to all internal and external clients, carriers, and staff.