Commercial Lines Client Manager - Transportation Team

Ross & Yerger Insurance, Inc.•Jackson, MS

56d•$50,000 - $65,000•Onsite

About The Position

Come join a Top 100 independent insurance agency as a Commercial Lines Client Manager. This role involves managing the renewal process for assigned accounts, working with producers to evaluate client needs, preparing submissions to carriers, negotiating with carriers for coverage and pricing, and creating proposals. The position also includes preparing documentation such as binders and invoices, issuing certificates of insurance, processing endorsements, and maintaining thorough client and carrier documentation. The Client Manager will also monitor carrier solvency and assist colleagues with coverage and service issues.

Requirements

Four-year college degree or equivalent work experience.
Three-year property/casualty insurance work experience.
Knowledge of property/casualty coverages.
Good interpersonal skills, customer focus, and the ability to work as part of a team.
Good analytical skills for evaluating exposures, controls, loss experience, and coverage gaps.
Basic computer/data entry skills (agency management, word processing, and spreadsheets software experience preferred).
The ability to effectively communicate both orally and in writing.
Ability to travel up to 10%.

Responsibilities

Manage the renewal process for assigned accounts, including marketing (as needed) and placement.
Work with producers in the evaluation of exposures, loss experience, and coverage needs for the clients.
Prepare high-quality, thorough submissions to carriers, using agency management and other application software, per agency procedures.
Negotiate with carriers to secure broad coverage and competitive pricing and terms for existing clients.
Create/prepare effective proposals for producers to use for renewal/new business. When needed, accompany producers when making proposals.
Prepare binders, invoices, and other documentation, as needed. Secure Premium Finance agreements and Surplus Lines Affidavits as required.
Issue new and renewal certificates of insurance and EPIs.
Order/process endorsement requests and other client requests, such as Auto ID cards and loss runs.
Maintain thorough documentation through the use and maintenance of marketing files, good transactional filing notes, and telephone logs.
Maintain and monitor daily suspense to follow up on items requested of clients and carriers (e.g. endorsements, loss runs, etc.).
Monitor carrier solvency on a regular basis using A.M. Best guide.
Assist fellow employees with coverage and service issues where expertise may benefit them.