CIA - Commercial Insurance Associates · 19 hours ago
Client Manager
Brentwood, TN
Full-time
Onsite
Mid, Senior Level
4+ years expCommercial Insurance Associates, LLC is committed to providing superior solutions to clients’ risk management needs. The Client Manager will manage customer relationships, lead client communications, and handle all aspects of their accounts, including renewals, new business, and claims processes.
Financial ServicesInsuranceLife Insurance
Responsibilities
Responsible for renewals and new business, including specialty applications, quoting, and gathering pertinent information from the client and/or carrier
Prepare proposals for renewal and new business presentations
Work with the Producer to bind coverage with carriers, process billing, address escalated client concerns, etc
Verify that endorsements and certificates of insurance are properly issued using CSR24 software
Assist with training new Client Service staff
Abate claims by filing them with the carrier and keep the insured updated as to the status and review subsequent loss runs with them and explain how claims affect renewal
Review audit endorsements and worksheets for accuracy and file disputes when necessary
Analyze insureds policies to determine if there are any coverage gaps and proactively provide a resolution
Secure existing business and drives the sale of additional services and lines of coverage
Make relationships with underwriters and market new business
Maintain documentation in Epic, following outlined procedures and standard operating procedures
Other duties as assigned by management
Qualification
Required
Ability to meet deadlines, exhibit great attention to detail, and communicate in a positive manner is essential
Communicating professionally and clearly is required
A thorough understanding of software, systems, business procedures, and problem-solving is necessary for success
Responsible for renewals and new business, including specialty applications, quoting, and gathering pertinent information from the client and/or carrier
Prepare proposals for renewal and new business presentations
Work with the Producer to bind coverage with carriers, process billing, address escalated client concerns, etc
Verify that endorsements and certificates of insurance are properly issued using CSR24 software
Assist with training new Client Service staff
Abate claims by filing them with the carrier and keep the insured updated as to the status and review subsequent loss runs with them and explain how claims affect renewal
Review audit endorsements and worksheets for accuracy and file disputes when necessary
Analyze insureds policies to determine if there are any coverage gaps and proactively provide a resolution
Secure existing business and drives the sale of additional services and lines of coverage
Make relationships with underwriters and market new business
Maintain documentation in Epic, following outlined procedures and standard operating procedures
Time management and ability to meet deadlines
EPIC, CSR24, and Indio workflow standards and maintenance of documentation
Strong organizational skills and ability to multitask while paying close attention to detail
Problem-solving and decision making
Knowledge of insurance market trends, submission processes and policy coverage levels
Excellent verbal and written communication skills and ability to de-escalate tense client interactions while providing a timely solution to their concerns
4+ of client management experience working on large commercial accounts
P&C licensed
Current Property and Casualty License required
Preferred
CISR, CIC, CRM, ARM, AAI, and CPCU designations preferred
Company
CIA - Commercial Insurance Associates
Founded in 2002, Commercial Insurance Associates, LLC is an Insurance Journal Top 100 property and casualty insurance brokers in the US.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Chris Minar
Chief Financial Officer
Tyler Nybeck
Partner
Company data provided by crunchbase