Client Manager - Core Accounts, General Focus

Description

Essential Duties and Responsibilities
Account Management

Provide day-to-day client management for core business accounts.

Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions).

Process incoming mail (postal, email and/or faxes) for the team and distribute to team

Process cancellation notices
on-payment issues

Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery

Deliver policies as directed by Producer

Request and prepare policy endorsements

Issue certificates of insurance and deliver special handling certificates

Process client monthly reports

Process premium audits and deliver disputed audits

Follow agency procedures for client management system

New/Renewal Marketing

Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures

Review expiration checklist and manage workflow per Commercial Lines Service Standards

Work with team to coordinate market ready submissions including specialty applications

Review and roll renewal submissions or create Accord applications as directed by team

Complete online rating with carriers as required for coverage placement as directed by team

Prepare finance agreements with finance companies

Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients.

Other Duties and Responsibilities

Accept special assignments as directed by leader

Support agency directives in effectively managing agency/carrier relationships

Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems

Requirements

At least 4+ years of Business Insurance customer service experience (required).

Experience with online quoting and overall knowledge of the commercial insurance marketplace (required).

Ability to work in a team setting (required).

Detail-oriented (required).

Ability to organize and prioritize work responsibilities (required).

Excellent communication skills – verbal and written (required).

Active Resident Property and Casualty insurance license (required).

Epic experience (preferred).

Microsoft Office experience, specifically Word and Excel (preferred)

Ability to navigate insurance carrier websites (preferred).

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