Position Overview
The Client Manager position is responsible for proactively managing the overall workflow for the books of business assigned to them. Client Managers handle all lines of commercial insurance for their accounts and serve as the main contact for the clients.
Principal Duties and Responsibilities
Main point of contact for the client – addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies
Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties
Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable
Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business
Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking
Conduct all business in accordance with established policies and procedures
May attend client meetings on or off site on occasion
Other duties as assigned
Knowledge, Skills and Abilities
Required:
3+ years in commercial lines insurance
Licensed in Arizona Property/Casualty (or ability to transfer existing license)
Ability to effectively communicate, both written and verbally, to internal and external parties
Excellent time management, organizational and multi-tasking skills with high attention to detail
Ability to build and maintain effective relationships with clients, carriers and peers
Ability to work independently and in cross-functional teams
Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)
Preferred:
Some college or technical training in related discipline
CIC, CPCU, CRM, CISR designations
Previous Sagitta and ImageRight experience
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