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Jones Advisors · 2 months ago

Business Insurance Client Manager - Commercial Lines

Garner, NC

Part-time

Onsite

Entry, Mid Level

2+ years exp

Jones Advisors is a family-oriented employer with over 60 years of experience in the business. The Business Insurance Client Manager is responsible for assisting in the production of new accounts and the retention of existing insurance accounts, providing high-quality service to clients and building strong relationships with them.

FinanceInsurance

Responsibilities

Gathers information and risk management recommendations for new business/renewals

Works closely with Producers on new prospects to maximize success

Conducts periodic service calls for designated accounts

Involves Producer and/or Management on claims, payment problems, loss control, and renewals

Performs special projects at the request of designated clients upon approval of manager

Maintains a concern for timeliness and completeness when interacting with clients, agency and company personnel to minimize potential for errors & omissions claims

Completes applications for designated renewal business and analyzes renewal process with Producer to have a common understanding

Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt

Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail email and/or phone prior to renewal

Receives and reviews all terminations and cancellations to determine action

Handles premium collection through form letters and requests cancellation of policies when necessary

Follows up on outstanding claims and provides assistance in their resolution

Monitors audits done by carriers and manages the Agency’s handling of these audits

Maintains continuing education as needed for insurance license

Maintains appropriate professional insurance designation (CIC, CISR, or CPSR)

Performs other functions as assigned by management

Qualification

Insurance experienceProperty & Casualty LicenseMicrosoft OfficeApplied EPICClient-focusedCommunication skillsPresentation skillsTeam-orientedSelf-starter

Required

2 years insurance experience

NC Department of Insurance Property & Casualty License OR ability to obtain license within the first 30 days of employment

Ability to discuss, support, and sell insurance products in states where the agency functions

Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc

Must have excellent communication skills; written and verbal

Must be an assertive self-starter with the ability to influence others

Must excel at being client focused and able to work in a team-oriented environment

Should have demonstrated effective presentation skills through both verbal and written communication