Commercial Line Client Manager

Position- Commercial Lines Client Manager

Major Duties and Responsibilities

• Manage the renewal process for assigned accounts including marketing (as needed) and placement.
• Work with producers in the evaluation of exposures loss experience and coverage needs for the clients.
• Prepare high-quality thorough submissions to carriers using agency management and other application software per agency procedures.
• Negotiate with carriers to secure broad coverage and competitive pricing and terms for existing clients.
• Create / prepare effective proposals for producers to use for renewal / new business. When needed accompany producers when making proposals.
• Prepare binders invoices and other documentation as needed. Secure Premium Finance agreements and Surplus Lines Affidavits as required.
• Issue new and renewal certificates of insurance and EPIs.
• Order / process endorsement requests and other client requests such as Auto ID cards and loss runs.
• Maintain thorough documentation through the use and maintenance of marketing files good transactional filing notes and telephone logs.
• Maintain and monitor daily suspense to follow up on items requested of clients and carriers (e.g. endorsements loss runs etc.).
• Monitor carrier solvency on a regular basis using A.M. Best guide.
• Assist fellow employees with coverage and service issues where expertise may benefit them.

Requirements

Key Skills

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Employment Type : Full Time

Experience : years

Vacancy : 1