Client Manager / CSR, Commercial Insurance
Ottawa Kent Insurance • Jenison, MI54d • Hybrid
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Client Manager / CSR, Commercial Insurance
Ottawa Kent Insurance•Jenison, MI
•Hybrid
About The Position
As a Client Manager on our Commercial Insurance team, you will serve an existing book of middle market commercial clients from a variety of industries. Major categories include Construction, Manufacturing, Automotive, and other service-based businesses. If you know you can be their trusted insurance specialist and enjoy solving the complex situations they face, keep reading!
Requirements
- Licensed as a Property and Casualty insurance agent
- Experienced in Commercial insurance (minimum of 3 years preferred, don't hesitate to apply if you have 5, 10, or even 20+ years)
- Motivated by getting things done and checking off your To-Do list
- Great at helping customers in a timely manner
- Comfortable with computers and software
Nice To Haves
- Knowing Applied Epic is a BIG plus, but not required
Responsibilities
- Retain current clients
- Share technical expertise about insurance - products, coverages, client needs, forms, and proposals
- Complete day-to-day Commercial Lines Workflows - written confirmation of binding policies, certificates of insurance, endorsements and audits, renewal marketing
- Present additional coverages based on client needs
- Prepare accurate proposals and summaries of insurance
Benefits
- Annual salary based on experience plus potential for quarterly bonuses based on agency profitability
- Full benefits package (Medical, Dental, Life, Disability, FSA/HSA, 401k match, generous PTO plan and company holiday schedule)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
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