Private Client Manager

Major Duties and Responsibilities :

• Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies / endorsements, processing client payments with carriers, invoicing according to agency’s procedures, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, and responding to coverage questions in a timely manner.
• Manage the renewal process for all assigned clients based on the agency’s retention strategies and requirements, including obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing renewal pricing as well as preparing the renewal proposal.
• Prepare summaries of insurance, schedules, and proposals as needed for account review according to agency workflows.
• Inform and educate clients about coverage, exclusions, and exposures, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverages.
• Maintain and monitor daily suspense to follow up on items requested of clients and carriers.
• Maintain thorough documentation through the use and maintenance of underwriting files, good scanning notes and telephone logs.
• Assist with Accounting Department in reconciliation of company differences and accounting discrepancies.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education.
• Interacts with others effectively by utilizing good communication skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency.

Requirements :

About Ross & Yerger

Since 1860, Ross & Yerger, a Top 100 Independent Insurance Agency headquartered in Jackson, MS, has had an unwavering commitment to meeting the needs of its employees, clients, and community. As a perennial “Best Place to Work” organization and one of Mississippi’s healthiest workplaces, we nurture a culture of continuous leaning, professional development, and career advancement. We offer tremendous benefits including competitive compensation, comprehensive health and welfare benefits, continuing education reimbursement and generous Paid Time Off.

Note : This job description is not all-inclusive and may be supplemented as business conditions change.