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Commercial Lines Client Manager – Real Estate
Location
Mississippi
Posted
9 days ago
Salary
0
Seniority
Senior
Job Description
Commercial Lines Client Manager – Real Estate
Ross & Yerger Insurance, Inc.
• Manage the renewal process for assigned accounts, including marketing (as needed) and placement • Work with producers in the evaluation of exposures, loss experience, and coverage needs for the clients • Prepare high-quality, thorough submissions to carriers, using agency management and other application software, per agency procedures • Negotiate with carriers to secure broad coverage and competitive pricing and terms for existing clients • Create/prepare effective proposals for producers to use for renewal/new business • When needed, accompany producers when making proposals • Prepare binders, invoices, and other documentation, as needed • Secure Premium Finance agreements and Surplus Lines Affidavits as required • Issue new and renewal certificates of insurance and EPIs • Order/process endorsement requests and other client requests, such as Auto ID cards and loss runs • Maintain thorough documentation through the use and maintenance of marketing files, good transactional filing notes, and telephone logs • Maintain and monitor daily suspense to follow up on items requested of clients and carriers (e.g. endorsements, loss runs, etc.) • Monitor carrier solvency on a regular basis using A.M. Best guide • Assist fellow employees with coverage and service issues where expertise may benefit them
Job Requirements
- Knowledge of Affordable Housing or Real Estate preferred
- Four-year college degree or equivalent work experience
- Four-year property/casualty insurance work experience
- Knowledge of property/casualty coverages
- Good interpersonal skills, customer focus, and the ability to work as part of a team
- Good analytical skills for evaluating exposures, controls, loss experience, and coverage gaps
- Basic computer/data entry skills (agency management, word processing, and spreadsheets software experience preferred)
- The ability to effectively communicate both orally and in writing
- Ability to travel up to 10%
Benefits
- Competitive compensation
- Comprehensive health and welfare benefits
- Continuing education reimbursement
- Parental leave
- Generous Paid Time Off
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