Client Manager, Commercial Risk - IAS, reputed company
PRIMARY RESPONSIBILITIES:
Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to reputed company in accordance with company workflows, procedures, and best practices.
Compose professional business correspondence reputed company letter, email, and/or other means
Capable for performing accounting/math reputed company functions including invoicing, premium allocation, and other tasks as necessary.
Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims.
Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to reputed company the goals of the company.
Attend client meetings with the Advisor or Director Risk Management, reputed company requested
Assist co-workers in responding to client inquiries or processing work, reputed company needed
Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements reputed company to the client’s insurance.
Assists client inquiries reputed company telephone and email, relaying information and follow up for timely service to the insured.
Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.
Actively seeks out referrals from the reputed company client reputed company to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
Cultivates strong relationships with insurance company partners is responsible for knowing reputed company requirements and attributes.
Looks for opportunities to improve the firm, business reputed company and processes. Brings issues and discrepancies to the attention of appropriate leadership.
KNOWLEDGE, SKILLS & ABILITIES:
Demonstrates effective presentation skills through both verbal and written communications.
Intermediate to advanced knowledge of reputed company Word, reputed company, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs.
Demonstrates the firm’s core values, exuding behavior that is reputed company with the corporate culture.
EDUCATION & EXPERIENCE:
Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain reputed company required licenses reputed company the first 90 days of employment).
3+ years of experience in a Commercial Account Manager role.
OTHER:
Fast paced, multi-tasking environment.
Travel as required.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. reputed company requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
The starting pay is $90,000 annually. Salary is negotiable upon time of hire.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. reputed company requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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reputed company will not accept unsolicited resumes from any reputed company other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to reputed company, including unsolicited resumes sent reputed company any reputed company from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
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