What are the responsibilities and job description for the Commercial Lines Insurance Client Manager position at RSS Insurance?
Insurance Incorporated is seeking an experience Commercial Lines Client Manager to join our team. The ideal candidate will have a strong background in commercial insurance service, with exceptional skills in carrier relations, marketing, and quality control. The Client Manger plays a key role in the day-to-day handling of commercial P&C accounts within a rapidly growing independent insurance agency.
Responsibilities:
- The Client Manager provides customer support by building relationships with clients and supporting renewal efforts by working with the Client Executives.
- Assist Client Executives in determining renewal strategy, has discussions with Underwriters, evaluates quotes and prepares proposals and other documentation to provide to the client
- Primary point of contact for client service
- Provide recommendations in coverage
- Support the client and client executive in managing risk associated with commercial lines coverage
- Exhibit superior insurance knowledge
- Provide exceptional customer service by responding to clients/underwriters via phone and email in a timely manner
- Create renewal underwriting submission and proposals
- Enter and update policy information in agency management system to be used for certificates of insurance, billings and endorsements
- Effectively delegate internally and externally
Requirements:
- Active Property and Casualty license
- Experience with Applied Epic Preferred
- 3 years’ experience in commercial insurance
- Actively supports and incorporates company mission and core values into daily activities.
- Maintains a positive and respectful attitude with fellow colleagues.
- Works as a team member to achieve profit center goals and overall company goals.
- Demonstrates positive customer service skills, internally and externally, with effective communication, respect, and integrity.
- Maintains confidentiality of all information related to clients, customers, colleagues, carriers, or as appropriate, other information.
- Is dependable and consistently reports to work on time prepared to perform duties of the position.
- Strong communication, organization, time management and technical skills.
- Self-motivated with initiative, integrity and thoughtfulness.
- Commitment to ongoing professional development through industry sponsored educational programs.
