Client Services Manager - Commercial Lines

About the role

The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 5 to 7 years of industry experience. The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must be able to work independently in this position.

Job Duties

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
• Manage a Book of Business.
• Collaborate with producer to develop an insurance program that will adequately respond to the client’s total risk management needs.
• Assist Producer in servicing and remarketing existing accounts for commercial lines.
• Keep producer informed regarding client issues.
• Visit clients outside the office with the producer if needed.
• Coincide with producer to obtain renewal information. Maintain expiration control log.
• Act as a liaison between client and carrier by collecting detailed risk and underwriting information, including loss history, from client and communicating the information to the carrier.
• Work closely with company underwriters in negotiating sales and service related items on behalf of the client.
• Develop and maintain professional relationships with company representatives and underwriters.
• Cross-sell and round out existing accounts within assigned Book of Business.
• Determine premiums, prepare proposals for clients.
• Prepare coverage comparisons as needed.
• Issue binders, extensions and certificates as needed with assistance from CSR.
• Maintain all underwriting, marketing, applications, and other information essential for documentation purposes.
• Review incoming mail, route appropriate items to CSR for processing and prioritize daily workflow.
• Check new and renewal policies for accuracy in rating, typing, coverage, signatures. Ensure that these items are delivered and/or mailed to client.
• Process transactions to generate billing invoices and prepare premium finance contracts with assistance from CSR.
• Receive phone calls from clients and companies regarding insurance matters or administrative issues, and comply with the request.
• Search company records to obtain information requested by customer.
• Analyze policy transactions and correct company records to adjust errors.
• Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.
• Maintain paper and electronic activity system and documentation to follow up on outstanding orders, correspondence, reports, and follow up on overdue and activity items.
• Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
• Actively pursue referral opportunities to other departments.

Required Qualifications

• Florida 2-20 License Required
• Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training; or equivalent combination of education and experience required.
• Experience working with multiple insurance carriers and varied policy forms and coverages.
• Knowledge of Applied "EPIC" Agency Management System beneficial
• Proficient with Microsoft Word & Excel
• Strong written & oral communication skills
• Organizational & time management skills
• Dependable and Team Player