Apply on Employer Site

Snellings Walters Insurance Agency · 1 week ago

Emerging Market Commercial Lines Client Manager

Atlanta, GA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Snellings Walters Insurance Agency is seeking an Emerging Market Commercial Lines Client Manager to manage a book of commercial insurance business. The role involves servicing, managing, retaining, and growing a high volume of accounts while handling various responsibilities related to marketing, quoting, binding, servicing, and invoicing.

Insurance

Work & Life Balance

Hiring Manager

Jessica Hawthorne

Responsibilities

Marketing New/Renewal Business: Gathering information as needed, completing applications in the Management System Applied (EPIC), creating a submission, sending out to carriers and monitoring the renewal or new business process

Quotes/Proposals: Reviewing quotes for accuracy and preparing the proposal for the meeting with the insured

Binding: Responsible for making sure all coverages are bound as requested, sending out all binders, ID cards and Certificates as needed

Service Book of Business: Responding to all email, mail and phone requests for a book of business

Endorsements: Process Change Requests and Endorsements

Audit: Processing and Disputes

Claims: Take calls from clients for new claims and submit to carriers, confirm claim is received/adjuster assigned, handle any questions or follow up calls as needed from insured or adjuster

Invoicing: Invoicing agency billed items and managing the Aged Receivable for book

Processing Policies: Policy Checking and Delivery

Corresponding with Clients and Carriers

Maintaining client files using the proper agency procedures and standards

Certificates of Insurance

Qualification

GA P&C Insurance LicenseComplex client problem solvingLevel 2 ExcelMarketing ProcessCommunication skillsOrganization skillsTeamworkAdaptabilityLifelong learner