Financial Institutions Client Manager

• Manage real estate loan insurance programs and tax tracking programs.
• Annual on-site client visits with the appropriate management to further institutionalize Ross & Yerger (R&Y) to the client.
• Create/prepare presentations for on-site client visits to review current products and production statistics, recommend broader coverages, and present opportunities for new products.
• Work with producers when appropriate to make proposals for new business and demonstrate the R&Y commitment to provide sales support.
• Assist with creating/preparing effective proposals for producers to use for new/renewal business. When needed, accompany producers when making proposal presentations.
• Manage the renewal process for clients’ policies, including marketing (as needed) and placement.
• Negotiate with broker partners/carriers to secure broad coverage and competitive pricing and terms for existing clients.
• Enter new policies and renew policies in the R&Y agency system. Manage policy periods for correct premium and revenue postings.
• Maintain the Financial Institutions property spreadsheet with new and renewal policy information, policy rate and coverage adjustments, and client changes and acquisitions.
• Communicate with broker partners on new and existing clients regarding applications, proposals, master policies, client training, and ongoing questions and trouble shooting
• Obtain and review the department’s commission statements for timeliness and accuracy and update internal reports
  

• The ability to travel by automobile to annual client visits and to prospects on an “as needed” basis.
• Demonstrate a good appearance, great attitude, a sense of cooperation and possess real estate lending and/or insurance experience.
• Possess exceptional people skills for interacting with a variety of personalities at executive, middle management, and entry level positions at banks and credit unions to develop relationships.
• The ability to provide excellent servicing of R&Y products that exceeds our clients’ expectations.
• Possess problem solving skills to achieve exceptional results regardless of the obstacles.
• Possess excellent organizational skills to organize and structure a travel schedule, manage daily emails and follow ups, participate in conference/video calls, and engage in conversations with clients, broker partners, and the R&Y team.

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