Commercial Lines Client Manager / Team Leader

Major Duties and Responsibilities :

• Ensure proper staffing levels within the team are adequate at all times.
• Conduct performance reviews and provide ongoing mentorship for team members Determine any training issues on team and work with Operations Manager for needed training Monitor the workflows and procedures within the team to ensure they are being followed Oversee the client experience, including issues & complaints and necessary proactive ideas Direct and facilitate monthly Team Meetings Act as the primary communicator between Department Leader and the Team Provide training to others as requested.  Share knowledge that is useful to the department Monitor Binder and Renewal reports to ensure that the team client book is being kept current Perform all necessary Client Management duties- see client manager job description Perform other duties as requested by Department Manager Requirements Must be a self-starter, able to self-manage workload to ensure Clients are satisfied with Ross & Yerger and their insurance carrier(s).
• Proficiency in both verbal and written forms of communication.  Basic computer / data entry skills (agency management, word processing, and spreadsheet analysis) preferred and above average mathematical skills also required.
• Demonstrate understanding of Commercial Insurance coverage and ability to communicate effectively with potential and existing clients Minimum two years experience in commercial insurance, customer service or similar position with underwriting and / or insurance background. 4-year college degree preferred.  Property & Casualty License required Ability to work in a fast-paced, multiple tasking and deadline sensitive environment.
• Maintain and provide excellent customer service to new and existing clients at all times.

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