Commercial Lines Marketing Client Manager

Ross & Yerger Insurance, Inc.•Jackson, MS

49d

About The Position

The Commercial Lines Marketing Client Manager works with Producers to evaluate prospective clients’ exposures, loss experience, and coverage needs. The role uses Property & Casualty coverage knowledge to identify appropriate markets for new and renewal business and prepare thorough submissions for carriers and underwriters. It also supports carrier relationships, proposal development, policy processing, and department projects.

Requirements

4–5 years of Property & Casualty insurance experience.
Good analytical skills for evaluating exposures, controls, loss experience, and coverage gaps.
Ability to communicate effectively orally and in writing.
Good interpersonal skills, customer focus, and ability to work as part of a team.
Competitive spirit.

Responsibilities

Stay informed about industry developments and market trends, and serve as a resource to clients and staff.
Coordinate meetings with carriers visiting the office, keep employees informed, and determine who should participate. Carrier relationship development may involve dinner meetings, social functions, and travel.
Research new carrier opportunities and develop relationships with current carrier contacts.
Assist Producers and Management with research and development of niche opportunities.
Negotiate with carriers to secure broad coverage and competitive pricing for new business.
Prepare proposals, binders, and invoices; confirm policies are issued according to marketing instructions and accounts are set up correctly in agency management systems.
Participate in prospecting or proposal meetings with Producers.
Maintain documentation in marketing files and the agency management system.
Support the department manager with projects and tasks.
Contribute to a positive, respectful, and pleasant work environment.