Client Manager

Reports To
Essential Functions

Has ultimate responsibility for the timely and accurate completion of the following: prepare binders, certificates, auto identification cards, endorsements, audits, policies, lost policy release, and account balance status as needed.

Has ultimate responsibility for the timely and accurate completion of preparing all invoice transactions including preparation of premium finance agreements.

Assist the Client Executive with informing and educating clients regarding policy coverage, changes, exclusions, and other important policy information.

Preparation of insurance summaries.

Assist the Client Executive and/or Producer in contacting clients to obtain updated renewal information and completing application for renewal business within 90-120 of policy expiration.

Assist the Client Executive with the overall marketing process (strategy, arranging submission, negotiating, reviewing quote options, and developing appropriate presentation documents).

Maintain expiration log of existing assigned book of business.

Assist the Producer and Client Executive in placing new business.

Exhibits proficiency in using the agency management system (Epic), per TFG’s written workflows.

Adhere to all agency procedures and E&O guidelines.

Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, and requests for changes, thank you cards, etc.

Ethical Conduct

Strong Computer Skills

Strategic Thinking

Decision Making

Communications Proficiency

Presentation Skills

Supervisory Responsibility
None

Flexibility for hybrid work schedule.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Position Type / Expected Hours of Work
Full Time Position – 40-hour work week

Travel
Travel is minimal, although some out-of-area and overnight travel may be expected

Required Education & Experience

High School diploma or GED

Minimum of at least 5 years of experience in a similar position

Active Ohio and/or Illinois P&C license

Knowledge of commercial lines coverage

Preferred Education & Experience

Bachelor’s Degree

Experience using Applied EPIC agency management system

Advanced technical education in attainment of insurance related designations (CPCU, CIC, CISR, etc.)

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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