Client Services Manager - Commercial Lines

IMA Financial Group, INC•Saint Petersburg, FL

39d•Onsite

About The Position

The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 5 to 7 years of industry experience. The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must be able to work independently in this position.

Requirements

Florida 2-20 License Required
Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training; or equivalent combination of education and experience required.
Experience working with multiple insurance carriers and varied policy forms and coverages.
Proficient with Microsoft Word & Excel
Strong written & oral communication skills
Organizational & time management skills
Dependable and Team Player

Nice To Haves

Knowledge of Applied "EPIC" Agency Management System beneficial

Responsibilities

Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
Manage a Book of Business.
Collaborate with producer to develop an insurance program that will adequately respond to the client's total risk management needs.
Assist Producer in servicing and remarketing existing accounts for commercial lines.
Keep producer informed regarding client issues.
Visit clients outside the office with the producer if needed.
Coordinate expirations with producer to obtain renewal information. Maintain expiration control log.
Act as a liaison between client and carrier by collecting detailed risk and underwriting information, including loss history, from client and communicating the information to the carrier.
Work closely with company underwriters in negotiating sales and service related items on behalf of the client.
Develop and maintain professional relationships with company representatives and underwriters.
Cross-sell and round out existing accounts within assigned Book of Business.
Determine premiums, prepare proposals for clients.
Prepare coverage comparisons as needed.
Issue binders, extensions and certificates as needed with assistance from CSR.
Maintain all underwriting, marketing, applications, and other information essential for documentation purposes.
Review incoming mail, route appropriate items to CSR for processing and prioritize daily workflow.
Check new and renewal policies for accuracy in rating, typing, coverage, signatures. Ensure that these items are delivered and/or mailed to client.
Process transactions to generate billing invoices and prepare premium finance contracts with assistance from CSR.
Receive phone calls from clients and companies regarding insurance matters or administrative issues, and comply with the request.
Search company records to obtain information requested by customer.
Analyze policy transactions and correct company records to adjust errors.
Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.
Maintain paper and electronic activity system and documentation to follow up on outstanding orders, correspondence, reports, and follow up on overdue and activity items.
Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
Actively pursue referral opportunities to other departments.