Private Client Manager

Ross & Yerger Insurance, Inc.•Jackson, MS

1d•Onsite

About The Position

The Private Client Manager is responsible for the day-to-day account management of an assigned book of business, including processing policies/endorsements, client payments, invoicing, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, and responding to coverage questions in a timely manner. This role also involves managing the renewal process for all assigned clients based on agency retention strategies and requirements, which includes obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing renewal pricing, and preparing renewal proposals. The Private Client Manager will prepare summaries of insurance, schedules, and proposals for account review according to agency workflows, and inform and educate clients about coverage, exclusions, and exposures, resolving issues, and making decisions regarding coverage implementation and modifications. Maintaining and monitoring daily suspense to follow up on items requested of clients and carriers, and thorough documentation through underwriting files, scanning notes, and telephone logs are also key responsibilities. Additionally, the position assists the Accounting Department in reconciliation of company differences and accounting discrepancies. The manager is expected to participate in training opportunities to stay current on industry information, new product development, legislation, coverages, and technology, including professional development and continuing education. Effective interaction with others, utilizing good communication skills, positive cooperation, and providing information and guidance are essential to contribute to the agency's business efforts. Ross & Yerger, established in 1860 and headquartered in Jackson, MS, is a Top 100 Independent Insurance Agency with a strong commitment to its employees, clients, and community. Recognized as a "Best Place to Work" and one of Mississippi’s healthiest workplaces, the company fosters a culture of continuous learning, professional development, and career advancement, and offers profit and ownership sharing through an ESOP plan.

Requirements

College degree (or equivalent work experience) and at least one year of property/casualty experience.
Basic computer/data entry skills (agency management, word processing, spreadsheets).
Good interpersonal skills and customer focus.
Ability to do detailed work effectively and efficiently.
Ability to effectively communicate both orally and in writing.
Attention to detail and committed to providing exceptional service to our clients and growing our firm.
Strong desire to grow personally and professionally.
Ability to quickly learn and adapt to new systems, processes, and skills.
Willingness to perform in a fast-paced environment.

Responsibilities

Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency’s procedures, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, and responding to coverage questions in a timely manner.
Manage the renewal process for all assigned clients based on the agency’s retention strategies and requirements, including obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing renewal pricing as well as preparing the renewal proposal.
Prepare summaries of insurance, schedules, and proposals as needed for account review according to agency workflows.
Inform and educate clients about coverage, exclusions, and exposures, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverages.
Maintain and monitor daily suspense to follow up on items requested of clients and carriers.
Maintain thorough documentation through the use and maintenance of underwriting files, good scanning notes and telephone logs.
Assist with Accounting Department in reconciliation of company differences and accounting discrepancies.
Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education.
Interacts with others effectively by utilizing good communication skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency.