Client Manager - Marine / Personal Lines

Unison Risk Advisors•Miami Lakes, FL

About The Position

Responsible for acting as primary contact between Yacht clients and insurance carriers, and retaining Yacht clients through good customer service. Market new business and renewals on yachts. Must have strong Yacht experience both client and Market.

Requirements

Oral and Written Communication Skills
Customer Relations
Organization and Project/Case Management
Presentation Skills
Time Management
Minimum of 5 years Personal Lines Experience
Minimum of 3 years Yachts Experience
Property & Casualty 220 License a must

Nice To Haves

Bachelors Degree Preferred

Responsibilities

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.
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.
Process new cases by requesting appropriate documentation from producers or clients as needed
Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update the computer system.
Coordinate application process with producers or clients as needed.
Prepare and provide price quotes for all new and existing clients as needed.
Quote, bind and underwrite all renewal applications and new business in a timely and accurate manner.
Issue endorsements for all client policy changes.
Answer client inquires as needed.
Process claims as needed.
Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.
Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit.
Document all telephone inquiries and pertinent policy information on computer system.