C

Client Manager - Core Accounts, General Focus

salary Salary :

$65,000 - 80,000 yearly

icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

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Job Description - Client Manager - Core Accounts, General Focus



Full-time


Description

 

Essential Duties and Responsibilities 

Account Management 

  • Provide day-to-day client management for core business accounts.
  • Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions). 
  • Process incoming mail (postal, email and/or faxes) for the team and distribute to team 
  • Process cancellation notices/non-payment issues 
  • Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery 
  • Deliver policies as directed by Producer 
  • Request and prepare policy endorsements 
  • Issue certificates of insurance and deliver special handling certificates 
  • Process client monthly reports 
  • Process premium audits and deliver disputed audits 
  • Follow agency procedures for client management system 

New/Renewal Marketing  

  • Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures 
  • Review expiration checklist and manage workflow per Commercial Lines Service Standards 
  • Work with team to coordinate market ready submissions including specialty applications 
  • Review and roll renewal submissions or create Acord applications as directed by team 
  • Complete online rating with carriers as required for coverage placement as directed by team 
  • Prepare finance agreements with finance companies 
  • Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients. 

Other Duties and Responsibilities 

  • Accept special assignments as directed by leader 
  • Support agency directives in effectively managing agency/carrier relationships 
  • Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems 

Requirements

 

  • At least 4+ years of Business Insurance customer service experience (required).  
  • Experience with online quoting and overall knowledge of the commercial insurance marketplace (required). 
  • Ability to work in a team setting (required). 
  • Detail-oriented (required). 
  • Ability to organize and prioritize work responsibilities (required). 
  • Excellent communication skills – verbal and written (required). 
  • Active Resident Property and Casualty insurance license (required). 
  • Epic experience (preferred). 
  • Microsoft Office experience, specifically Word and Excel (preferred) 
  • Ability to navigate insurance carrier websites (preferred). 

Salary Description

$65,000 - $80,000

Original job Client Manager - Core Accounts, General Focus posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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