What are the responsibilities and job description for the Client Manager position at Maury Donnelly & Parr Inc?
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 Brielle, NJ office, this full-time Client Manager is central to the Commercial Lines team of Maury, Donnelly, & Parr, Inc. This person is responsible for managing and coordinating all assigned accounts
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
- Performs other related duties as assigned by management.
QUALIFICATIONS :
COMPETENCIES :
PHYSICAL DEMANDS AND WORK ENVIRONMENT :
OUR BENEFITS
Our agency offers a collegial work environment, exciting opportunities for professional growth, and generous benefits, including paid maternity leave (after 1 year of work), family health, vision, and dental benefits. 401(k) plan with immediate vesting. Hybrid telework arrangements available too.
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.
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