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Client Manager
$56k-73k (estimate)
Full Time | Insurance 3 Weeks Ago
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CIA - Commercial Insurance Associates is Hiring a Client Manager Near Brentwood, TN

Summary Of PositionWith a focus on the customer service side of the insurance sales cycle, Client Managers manage and nurture customer relationships, and lead all client communications – they are responsible for every aspect of their accounts. Their responsibilities include responding to customer inquiries, explaining coverage and premiums, informing clients on any policy or billing changes, and facilitating the claims process between clients and the adjuster. Client Managers also play an integral role in training new service staff on the insurance fundamentals and nuisances of the accounts they service.
Essential Job Functions And ResponsibilitiesAbility to meet deadlines, exhibit great attention to detail, and communicate in a positive manner is essential. Communicating professionally and clearly is required. A thorough understanding of software, systems, business procedures, and problem-solving is necessary for success.
  • Responsible for renewals and new business, including specialty applications, quoting, and gathering pertinent information from the client and/or carrier.
  • Prepare proposals for renewal and new business presentations.
  • Work with the Producer to bind coverage with carriers, process billing, address escalated client concerns, etc.
  • Verify that endorsements and certificates of insurance are properly issued using CSR24 software.
  • Assist with training new Client Service staff.
  • Abate claims by filing them with the carrier and keep the insured updated as to the status and review subsequent loss runs with them and explain how claims affect renewal.
  • Review audit endorsements and worksheets for accuracy and file disputes when necessary.
  • Analyze insureds policies to determine if there are any coverage gaps and proactively provide a resolution.
  • Secure existing business and drives the sale of additional services and lines of coverage.
  • Make relationships with underwriters and market new business.
  • Maintain documentation in Epic, following outlined procedures and standard operating procedures.
  • Other duties as assigned by management.
Knowledge, Skills, And Abilities
  • Time management and ability to meet deadlines.
  • EPIC, CSR24, and Indio workflow standards and maintenance of documentation.
  • Strong organizational skills and ability to multitask while paying close attention to detail.
  • Problem-solving and decision making.
  • Knowledge of insurance market trends, submission processes and policy coverage levels.
  • Excellent verbal and written communication skills and ability to de-escalate tense client interactions while providing a timely solution to their concerns.
Minimum Qualifications
  • 5-7 years of client management experience working on large commercial accounts.
  • P&C licensed.
Education and Licensing
  • Current Property and Casualty License required.
  • CISR, CIC, CRM, ARM, AAI, and CPCU designations preferred.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$56k-73k (estimate)

POST DATE

06/01/2024

EXPIRATION DATE

07/24/2024

WEBSITE

com-ins.com

HEADQUARTERS

BRENTWOOD, TN

SIZE

100 - 200

FOUNDED

2002

CEO

FRANK F WHITE

REVENUE

<$5M

INDUSTRY

Insurance

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The job skills required for Client Manager include Problem Solving, Customer Service, Customer Relationship, Client Service, Written Communication, CRM, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Manager. Select any job title you are interested in and start to search job requirements.

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If you are interested in becoming a Client Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Manager job description and responsibilities

Manage client relationships strategically based on business and marketing objectives.

03/18/2022: New London, CT

They often visit different departments throughout the day to discuss the needs of clients and collaborate with them to solve any challenges.

03/11/2022: Middlesex, NJ

Learning the needs of clients and developing plans to meet them.

03/15/2022: Syracuse, NY

Provide an outstanding client experience by showcasing expertise, fostering trust, and growing customer satisfaction.

03/11/2022: Albany, NY

As a client receives services, the case manager may monitor the client and work with other service providers as necessary to address the clients needs.

04/02/2022: High Point, NC

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Manager jobs

Client services managers must maintain good business relationships with current clients and find new accounts.

02/21/2022: Racine, WI

They should also verify details with the client to ensure there are no errors on either end of the agreement.

03/09/2022: Springfield, IL

Candidates should ensure their resume has all related education, experiences and skills necessary to the client services manager position they are applying for.

01/17/2022: South Bend, IN

Client relations managers must know how to work with others as they maintain strong professional relationships with their clients.

01/13/2022: Saginaw, MI

To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.

02/11/2022: Indianapolis, IN

Step 3: View the best colleges and universities for Client Manager.

Butler University
Carroll College
Cooper Union
High Point University
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Providence College
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