Commercial Lines Senior Client Manager
The Jonus Group, Santee, California, United States, 92071
Overview
Commercial Lines Senior Client Manager —Seeking a highly skilled and experienced professional to join a team. This role is pivotal in ensuring client satisfaction and delivering strategic planning for a select book of middle-market commercial clients. The ideal candidate will possess a strong understanding of insurance coverages, exceptional customer service, and the ability to manage complex client needs effectively. This position offers a hybrid work environment. Responsibilities
Serve as the primary service contact for a portfolio of middle-market commercial clients. Evaluate exposures, obtain quotes, review, negotiate, and finalize insurance policies. Analyze client risks and provide tailored recommendations. Develop and execute strategic plans in collaboration with the Client Advisor. Prepare and submit complete carrier submissions. Review and ensure accuracy of binding documents and contracts. Maintain accurate account details, contacts, and policy information in the EPIC system. Process renewals, endorsements, cancellations, and proofs of insurance. Utilize templates and system-generated letters for client and carrier communications. Create and manage activities in EPIC, assigning tasks to team members as needed. Conduct contract reviews and provide consultation on coverage needs. Stay informed on industry trends, competitive markets, and client requirements. Qualifications/Requirements
Experience: Minimum of 3 years in Commercial Property & Casualty insurance with a comprehensive understanding of insurance coverages. Licenses/Certifications: Active state Property & Casualty insurance license is required. Education: High School Diploma or equivalent experience. Technical Skills:
Proficiency in Microsoft Office Suite, particularly Excel and Word. Familiarity with agency management systems (EPIC preferred) and carrier sites. Ability to quickly adapt to new technology platforms.
Soft Skills:
Strong written, oral, and interpersonal communication skills. Exceptional problem-solving and critical thinking abilities. Team-oriented with a collaborative mindset. Proven ability to develop and implement effective strategies. High attention to detail and organizational skills.
Benefits
Compensation: Salary Range $72,000 - $80,000 annually, based on experience and qualifications. Benefits: Comprehensive benefits package, including 401(k) plan. Work Environment: Hybrid (3 days in-office, 2 days remote) or fully remote within California. Equipment: Company-provided equipment for remote work.
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Commercial Lines Senior Client Manager —Seeking a highly skilled and experienced professional to join a team. This role is pivotal in ensuring client satisfaction and delivering strategic planning for a select book of middle-market commercial clients. The ideal candidate will possess a strong understanding of insurance coverages, exceptional customer service, and the ability to manage complex client needs effectively. This position offers a hybrid work environment. Responsibilities
Serve as the primary service contact for a portfolio of middle-market commercial clients. Evaluate exposures, obtain quotes, review, negotiate, and finalize insurance policies. Analyze client risks and provide tailored recommendations. Develop and execute strategic plans in collaboration with the Client Advisor. Prepare and submit complete carrier submissions. Review and ensure accuracy of binding documents and contracts. Maintain accurate account details, contacts, and policy information in the EPIC system. Process renewals, endorsements, cancellations, and proofs of insurance. Utilize templates and system-generated letters for client and carrier communications. Create and manage activities in EPIC, assigning tasks to team members as needed. Conduct contract reviews and provide consultation on coverage needs. Stay informed on industry trends, competitive markets, and client requirements. Qualifications/Requirements
Experience: Minimum of 3 years in Commercial Property & Casualty insurance with a comprehensive understanding of insurance coverages. Licenses/Certifications: Active state Property & Casualty insurance license is required. Education: High School Diploma or equivalent experience. Technical Skills:
Proficiency in Microsoft Office Suite, particularly Excel and Word. Familiarity with agency management systems (EPIC preferred) and carrier sites. Ability to quickly adapt to new technology platforms.
Soft Skills:
Strong written, oral, and interpersonal communication skills. Exceptional problem-solving and critical thinking abilities. Team-oriented with a collaborative mindset. Proven ability to develop and implement effective strategies. High attention to detail and organizational skills.
Benefits
Compensation: Salary Range $72,000 - $80,000 annually, based on experience and qualifications. Benefits: Comprehensive benefits package, including 401(k) plan. Work Environment: Hybrid (3 days in-office, 2 days remote) or fully remote within California. Equipment: Company-provided equipment for remote work.
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