Ross & Yerger Insurance, Inc. · 7 hours ago
Financial Institutions Client Manager
Jackson, MS
Full-time
Onsite
Mid LevelRoss & Yerger Insurance, Inc. is seeking a Financial Institutions Client Manager to oversee real estate loan insurance programs and manage client relationships. The role involves annual client visits, creating proposals, managing policy renewals, and negotiating with broker partners to ensure competitive coverage and pricing.
Commercial InsuranceHealth InsuranceInsurance
Responsibilities
Manage real estate loan insurance programs and tax tracking programs
Annual on-site client visits with the appropriate management to further institutionalize Ross & Yerger (R&Y) to the client
Create/prepare presentations for on-site client visits to review current products and production statistics, recommend broader coverages, and present opportunities for new products
Work with producers when appropriate to make proposals for new business and demonstrate the R&Y commitment to provide sales support
Assist with creating/preparing effective proposals for producers to use for new/renewal business. When needed, accompany producers when making proposal presentations
Manage the renewal process for clients’ policies, including marketing (as needed) and placement
Negotiate with broker partners/carriers to secure broad coverage and competitive pricing and terms for existing clients
Enter new policies and renew policies in the R&Y agency system. Manage policy periods for correct premium and revenue postings
Maintain the Financial Institutions property spreadsheet with new and renewal policy information, policy rate and coverage adjustments, and client changes and acquisitions
Communicate with broker partners on new and existing clients regarding applications, proposals, master policies, client training, and ongoing questions and trouble shooting
Qualification
Required
The ability to travel by automobile to annual client visits and to prospects on an “as needed” basis
Demonstrate a good appearance, great attitude, a sense of cooperation and possess real estate lending and/or insurance experience
Possess exceptional people skills for interacting with a variety of personalities at executive, middle management, and entry level positions at banks and credit unions to develop relationships
The ability to provide excellent servicing of R&Y products that exceeds our clients' expectations
Possess problem solving skills to achieve exceptional results regardless of the obstacles
Possess excellent organizational skills to organize and structure a travel schedule, manage daily emails and follow ups, participate in conference/video calls, and engage in conversations with clients, broker partners, and the R&Y team
Company
Ross & Yerger Insurance, Inc.
We believe people can achieve extraordinary things with the right support.
Founded in 1860
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase