Insurance - Client Manager

NSi Insurance Group is one of the largest privately-owned insurance brokerage firms in South Florida. We are growing exponentially in our four lines, Home, Auto, Commercial, Group, and Excursion. We are seeking a Client Manager to join our team to expand the company's book of business by selling various types of insurance policies to new and existing clients.

Scope of Responsibilities:

Responsible for acting as primary contact between clients and insurance carriers and retaining clients through good customer service.

General Responsibilities:

1.  Act as primary contact between client and/or producers and insurance carriers and apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers.
2. Contact and visit assigned clients and/or producers within required time frames to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services.
3. Prepare and provide price quotes for all new and existing clients as needed.
4.  Coordinate with the management regarding broker service presentations and fact-finding meetings.
5. Prepare and submit bid specifications to be mailed to carriers.
6. Compare bid results as received and determine recommendations for clients.
7. Process new cases by requesting appropriate documentation from producers or clients as needed.
8. Coordinate enrollment process with producers or clients as needed. 
9. Quote, bind and underwrite all renewal applications and new business in a timely and accurate manner.
10.  Issue endorsements for all client policy changes.
11.  Answer client inquires as needed.
12.  Process claims as needed.  Provide direction to C/L assistants in processing of C/L claims
13.  Perform new case installation.
14. Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update the computer system.
15.  Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.
16.  Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit.
17.  Schedule and hold renewal meetings with clients and/or producers.
18.   Update principals on renewal results within required time frames.
19.  Attend seminars or training programs or other applicable seminars and inform staff of knowledge gained.
20. Document all telephone inquiries and pertinent policy information on computer system.

Skills:

• Oral and Written Communication Skills
• Customer Relations
• Customer Oriented
• Diplomacy
• Figure/Math Aptitude
• Negotiations
• Organization and Planning
• Project/Case Management
• Presentation
• Time Management
• Computer Literacy

Education/Training Degree:  High School Diploma or Equivalent

Experience: Prior insurance experience required.

Certifications/Licenses:

• Property & Casualty 220 License preferred
• Customer Representative 440 minimum allowed

Employee Benefits:

At NSI Insurance Group, we recognize the importance of our employees’ health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family. Benefits include:

• Medical, dental and vision insurance - with 100% company paid premiums for medical, dental and vision insurance for full-time employees;
• Generous Paid Time Off;
• 401K Retirement Plans with company matching;
• Company paid life insurance, short and long term disability.