Commercial Lines Client Manager

Ross & Yerger Insurance, Inc. • Jackson, MS

7d

About The Position

The Commercial Lines Client Manager manages assigned commercial insurance accounts, including renewals, marketing and placement. The role works with producers to evaluate client exposures, loss experience and coverage needs, and prepares submissions, proposals and policy-related documentation. The position also handles client and carrier requests, maintains account records and follows up on outstanding items. It supports fellow employees with coverage and service issues when its expertise may be useful.

Requirements

• Four-year college degree or equivalent work experience.
• Three years of property/casualty insurance work experience.
• Knowledge of property/casualty coverages.
• Good interpersonal skills, customer focus and ability to work as part of a team.
• Good analytical skills for evaluating exposures, controls, loss experience and coverage gaps.
• Basic computer and data-entry skills.
• Ability to communicate effectively orally and in writing.
• Ability to travel up to 10%.

Nice To Haves

• Experience with agency management, word processing and spreadsheet software.

Responsibilities

• Manage the renewal process for assigned accounts, including marketing as needed and placement.
• Work with producers to evaluate client exposures, loss experience and coverage needs.
• Prepare thorough submissions to carriers using agency management and other application software, in accordance with agency procedures.
• Negotiate with carriers to secure broad coverage and competitive pricing and terms for existing clients.
• Prepare proposals for producers to use for renewals and new business, and accompany producers when making proposals as needed.
• 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 and process endorsements and other client requests, such as Auto ID cards and loss runs.
• Maintain thorough documentation, including marketing files, transactional filing notes and telephone logs.
• Monitor daily suspense and follow up on items requested from clients and carriers, such as endorsements and loss runs.
• Monitor carrier solvency regularly using the A.M. Best guide.
• Assist fellow employees with coverage and service issues where expertise may benefit them.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level