Client Manager - Commercial Insurance

MMA Insurance Position

Under minimal supervision, this position provides technical advice and customer service to existing clients, and develops new accounts in accordance with MMA growth initiatives. Assist Client Executives in maintaining Business Insurance insurance policies, in accordance with company objectives and procedures. This requires an understanding of the client's needs, how to correctly place business in the market, with timely and accurate servicing of client transactions.

Essential Duties & Responsibilities

• Administratively support the Client Executives with the new and renewal process.
• Track renewals to ensure the process is started in a timely manner.
• Gather client information, current / renewal plan design and rate information, and historical claims experience data to submit for underwriting.
• Follow up with underwriters to confirm receipt of submission progress and identify additional information needed, if any.
• Update the Client Executives of the progress of the policy in moving toward a quote.
• Provide day to day client service with the development of new accounts and retention of existing business.
• Act as liaison for clients and carriers to research and resolve routine coverage, claim and administrative problems. Elevate unique or significant situations such as those involving E&O issues, contractual discrepancies and complex claims to the attention of the Client Executives and Client Managers.
• Respond to client and carrier questions in a timely manner, requesting assistance from others on the team if needed.
• Ensure the client data is accurate and current upon each renewal and throughout the policy period.
• Prepare files and other records needed in accordance with departmental policies and procedures.
• Responsible for reviewing insurance policy contracts, legal documents and other documents and correspondence for accuracy and to ensure that all material is issued properly.
• Maintain agency management systems.
• Exhibit clear and organized file maintenance according to procedure with comprehensive documentation of account issues.
• Maintain status reports as required.
• Develop and maintain good relationships with others on the team and within the department.
• Actively participate in department meetings and educational classes by sharing information and suggestions with others within the Department.
• Maintain the professional standards established by the Company when working with clients.
• All other duties as assigned.

Education and / or Experience

A service oriented individual with high personal standards and a hands-on work style is required for this position, as well as the ability to manage multiple tasks and deadlines, and adjusting priorities. A positive and approachable demeanor is needed to effectively interact with a large group of internal associates and external clients. In addition, the following is required :

Work Environment & Physical Demands