Client Service Manager - Private Client Insurance

Hylant • Birmingham, MI

68d

About The Position

The Client Service Manager will consistently provide the highest level of day-to-day client service to High Net Worth clients. This individual will help grow the assigned book and contribute to the overall growth, retention and profitability of the book and insurance department.

Requirements

• Exceptional communication skills
• Relationship development skills
• Ability to effectively multi-task
• Analytical skills to process qualitative or quantitative data
• Attention to detail
• Flexibility/Adaptability to changing priorities
• Strong follow-through on commitments
• Listening skills to comprehend client needs
• Creativity/innovation in problem-solving
• Technology orientation and proficiency in technical knowledge
• Strong organization and planning skills
• Strong work ethic

Nice To Haves

• Working knowledge of Applied EPIC

Responsibilities

• Provide prompt, accurate and thoughtful service to clients striving to exceed client’s expectations
• Establish and maintain good relationships with carrier underwriters
• Ability to quote, process changes, pull coverage forms, use carrier websites
• Review coverages and make suggestions for new coverages
• Round out current policies with missing lines
• Proactively remarket when needed
• Process certificates and evidences of insurance
• Negotiate with carriers for positive client outcomes on pricing, underwriting, applications being required
• Produce quality proposals in epic or excel spreadsheets for renewals and new business
• Manage and maintain accurate records for the clients within EPIC
• Understand multiple lines of coverages and be able to meet with clients to explain coverages and assist with billing questions

Benefits

• Best Places to Work in Insurance recognition
• Family-oriented company culture
• Equal opportunity workplace

What This Job Offers

• Number of Employees: 501-1,000 employees