Ross & Yerger Insurance, Inc. · 2 months ago
Commercial Lines Marketing Client Manager
Ross & Yerger Insurance, Inc. is a Top 100 Independent Insurance Agency with a commitment to employee and client needs. The Commercial Lines Marketing Client Manager will evaluate exposures and coverage needs for clients, while coordinating with carriers and preparing thorough submissions for business opportunities.
Commercial InsuranceHealth InsuranceInsurance
Responsibilities
Stay informed about the latest developments in industry and market trends
Serve as a resource to clients and other staff members in these areas
Coordinate and meet with carriers during their visit to our office. Keep all other employees informed of meeting and decide who needs to participate. From time-to-time carrier relationship development might require dinner meetings, social functions, and travel
Research new carrier opportunities and develop relationships with our current carrier contacts
Assist Producers and Management with research and development of niche opportunities
Negotiate with carriers to secure broad coverages and competitive pricing for new business
Prepare proposals, binders, and invoices. Confirm policies are issued per marketing instructions and account is set up correctly in agency management systems per agency guidelines
Participate in prospecting or proposal meeting with producers
Maintain documentation through marketing files and agency management system
Provide support to the department manager with any project or task that needs completing
Contribute a positive, respectful, pleasant work environment
Qualification
Required
2-3 years Property & Casualty insurance experience
Good analytical skills for evaluating exposures, controls, loss experience and coverage gaps
The ability to effectively communicate both orally and in writing
Good interpersonal skills, customer focus and ability to work as part of a team
Competitive spirit
Benefits
Competitive compensation
Comprehensive health and welfare benefits
Continuing education reimbursement
Generous Paid Time Off
Company
Ross & Yerger Insurance, Inc.
We believe people can achieve extraordinary things with the right support.
Funding
Current Stage
Growth StageCompany data provided by crunchbase