Ross & Yerger Insurance, Inc. · 1 month ago
Commercial Lines Client Manager - Real Estate
United States
Full-time
Hybrid
Mid Level
4+ years expRoss & Yerger Insurance, Inc. is one of the nation’s Top 100 independent insurance agencies, and they are seeking a Commercial Lines Client Manager to manage the renewal process for assigned accounts. The role involves working closely with producers, negotiating with carriers, and preparing documentation to ensure client needs are met effectively.
Commercial InsuranceHealth InsuranceInsurance
Responsibilities
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
Qualification
Required
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%
Preferred
Knowledge of Affordable Housing or Real Estate preferred
Basic computer/data entry skills (agency management, word processing, and spreadsheets software experience preferred)
Benefits
Competitive compensation
Comprehensive health and welfare benefits
Continuing education reimbursement
Parental leave
Generous Paid Time Off
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