Client Manager- Commercial Lines

Be part of a winning team that leads the way as a Best Practices Agency in Insurance!

The Opportunity

Based out of Hunt Valley, MD, this full-time Client Manager is central to the Commercial Lines team of Kastendike Insurance Group (a division of Maury, Donnelly, & Parr, Inc.) This person is responsible for managing and coordinating all assigned accounts and bonds.

DUTIES AND RESPONSIBILITIES:

• Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares final proposal presentation, analysis and summaries as needed.
• Reviews endorsements for completion and accuracy.
• Markets the account and reviews marketing placements.
• Initiates and follows up on renewal applications.
• Identifies cross/up selling opportunities. Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending, and implementing proper coverage.
• Responsible for making sure that all the terms and conditions of the insurance policies are properly prepared.
• Tracks claims, flags claim-heavy accounts and incorrectly written accounts.
• Responsible for agency billing according to service standard.
• Experience with surety bond portfolios and associated timelines. Preparing bonds, coordinating bond preparation, invoicing, obtaining bid results from customers and sending them to underwriters, requesting and analyzing financial statements, making recommendations to customers, sending financial information and negotiating terms with surety companies, and fielding leads for new prospective customers.
• Performs other related duties as assigned by management.

QUALIFICATIONS:

• Bachelor's Degree (BA) from four-year college or university, or 2-4 years of related experience and/or training, or equivalent combination of education/experience.
• State Property and Casualty Insurance License required.
• Computer skills required: Epic Online Database software; Microsoft 365 Suite.

COMPETENCIES:

• Customer Service - Manages challenging customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
• Written Communication - Writes clearly and informatively; Edits work; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• Occasionally required to stand/walk; frequently required to sit; continually required to utilize hand and finger dexterity and to talk or hear. Normal office environment.

AVAILABLE BENEFITS:

• Medical
• Dental
• Vision
• Paid Time Off
• Flexible Spending Account (FSA)
• Health Reimbursement Account (HRA)
• 401k Retirement Plan Retirement – Company match with immediate vesting
• Company-paid Life Insurance & AD&D coverage
• Company-paid Short Term Disability
• Company-paid Long Term Disability
• Employee Assistance Program
• Identity Theft Protection
• Paid Maternity Leave
• Voluntary Benefits
• PLUS many additional company perks

The above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Visit our website to learn more about our organization: https://www.mdpins.com/