Client Manager

Essential Job Functions And Responsibilities

• Meet deadlines and exhibit great attention to detail.
• Communicate professionally and clearly.
• Understand software, systems, business procedures, and problem-solving.
• Manage renewals and new business, including specialty applications, quoting, and gathering pertinent information.
• Prepare proposals for renewal and new business presentations.
• Work with the Producer to bind coverage with carriers, process billing, address escalated client concerns, etc.
• Verify endorsements and certificates of insurance are properly issued using CSR24 software.
• Absorb claims by filing them with the carrier and keep the insured updated on the status, and review subsequent loss runs with them and explain how claims affect renewal.
• Analyze insureds policies to determine if there are any coverage gaps and proactively provide a resolution.
• Sell existing business and drive the sale of additional services and lines of coverage.
• Make relationships with underwriters and market new business.
• Maintain documentation in Epic, following outlined procedures and standard operating procedures.
• Other duties as assigned by management.

Knowledge, Skills, And Abilities

• Time management and ability to meet deadlines.
• Epic, CSR24, and Indio workflow standards and maintenance of documentation.
• Strong organizational skills and ability to multitask while paying close attention to detail.
• Problem-solving and decision making.
• Knowledge of insurance market trends, submission processes, and policy coverage levels.
• Excellent verbal and written communication skills and ability to de-escalate tense client interactions while providing a timely solution to their concerns.