Ross & Yerger Insurance, Inc. · 6 months ago
Commercial Lines Client Manager
Jackson, MS
Full-time
Onsite
Entry, Mid Level
2+ years expRoss & Yerger Insurance, Inc. is seeking a Commercial Lines Client Manager to oversee client management and ensure excellent service delivery. The role involves staffing management, performance reviews, and enhancing the client experience while monitoring workflows and facilitating team communication.
Commercial InsuranceHealth InsuranceInsurance
Responsibilities
Ensure proper staffing levels within the team are adequate at all times
Conduct performance reviews and provide ongoing mentorship for team members
Determine any training issues on team and work with Operations Manager for needed training
Monitor the workflows and procedures within the team to ensure they are being followed
Oversee the client experience, including issues & complaints and necessary proactive ideas
Direct and facilitate monthly Team Meetings
Act as the primary communicator between Department Leader and the Team
Provide training to others as requested. Share knowledge that is useful to the department
Monitor Binder and Renewal reports to ensure that the team client book is being kept current
Perform all necessary Client Management duties- see client manager job description
Perform other duties as requested by Department Manager
Qualification
Required
Must be a self-starter, able to self-manage workload to ensure Clients are satisfied with Ross & Yerger and their insurance carrier(s)
Proficiency in both verbal and written forms of communication
Above average mathematical skills required
Demonstrate understanding of Commercial Insurance coverage and ability to communicate effectively with potential and existing clients
Minimum two years experience in commercial insurance, customer service or similar position with underwriting and/or insurance background
Property & Casualty License required
Ability to work in a fast-paced, multiple tasking and deadline sensitive environment
Maintain and provide excellent customer service to new and existing clients at all times
Preferred
4-year college degree preferred
Basic computer/data entry skills (agency management, word processing, and spreadsheet analysis) preferred
Company
Ross & Yerger Insurance, Inc.
We believe people can achieve extraordinary things with the right support.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase