Client Manager- Personal Lines
Be part of a winning team that leads the way as a Best Practices Agency in Insurance!
The Opportunity
Based out of Delray, FL office, this full-time Client Manager is central to Personal Lines team of Maury, Donnelly, & Parr, Inc. This person is responsible for managing and coordinating all team accounts. Ideal experience for this role includes managing High Net Worth account management with a comprehensive understanding of the Florida P&C insurance market, as well as knowledge of Florida demotech carriers.
DUTIES AND RESPONSIBILITIES:
- Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares final proposal presentation, analysis and summaries as needed.
- Reviews endorsements for completion and accuracy.
- Markets the account and reviews marketing placements.
- Initiates and follows up on renewal applications.
- Identifies cross/up selling opportunities. Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.
- Responsible for making sure that all the terms and conditions of the insurance policies are properly prepared.
- Tracks claims, flags claim-heavy accounts and incorrectly written accounts.
- Responsible for agency billing according to service standard
- Performs other related duties as assigned by management.
QUALIFICATIONS:
- Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
- Certificates, licenses and registrations required: State Property and Casualty Insurance License.
- Computer skills required: Applied Systems: Epic Online Database software; Microsoft Office Suite.
COMPETENCIES:
- Customer Service - Manages challenging customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
- Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
- Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
- Written Communication - Writes clearly and informatively; Edits work; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
- Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
- Occasionally required to stand/walk; frequently required to sit; continually required to utilize hand and finger dexterity and to talk or hear. Normal office environment.
AVAILABLE BENEFITS:
Our agency offers a collegial work environment, exciting opportunities for professional growth, and generous benefits, including paid maternity leave (after 1 year of work), family health, vision, and dental benefits. 401(k) plan with immediate vesting. Hybrid telework arrangements available PLUS many additional company perks.
The above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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