NSI Insurance Group · 2 days ago
Commercial Lines Client Manager / Emerging Business Unit
Miami Lakes, FL
Full-time
Hybrid
Mid Level
3+ years expNSI Insurance Group, recognized as one of South Florida's Top 10 Best Places to Work, is seeking a Client Manager for their Emerging Business Unit in the Commercial Lines Division. The role involves acting as the primary contact between clients and insurance carriers, ensuring client retention through excellent customer service and managing various responsibilities related to client interactions and policy management.
FinanceFinancial ServicesInsuranceRisk Management
Responsibilities
Act as primary contact between client and/or producers and insurance carriers, and apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers
Contact and visit assigned clients and/or producers within required time frames to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services
Prepare and provide price quotes for all new and existing clients as needed
Coordinate with the management regarding broker service presentations and fact finding meetings
Prepare and submit bid specifications to be mailed to carriers
Compare bid results as received and determine recommendations for clients
Process new cases by requesting appropriate documentation from producers or clients as needed
Coordinate enrollment process with producers or clients as needed
Quote, bind and underwrite all renewal applications and new business in a timely and accurate manner
Issue endorsements for all client policy changes
Answer client inquires as needed
Perform new case installation
Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update the computer system
Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers
Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit
Schedule and hold renewal meetings with clients and/or producers
Update principals on renewal results within required time frames
Attend seminars or training programs or other applicable seminars and inform staff of knowledge gained
Document all telephone inquiries and pertinent policy information on computer system
Qualification
Required
Strong understanding of Emerging Business in Commercial Lines coverages
Commercial Lines minimum 3 years experience
In-depth knowledge of the insurance marketplace, including carriers and coverage options
Ability to clearly explain coverages to clients and provide tailored risk management solutions
Excellent verbal and written communication skills, with the ability to educate and advise clients confidently
Skilled at fostering and maintaining strong relationships with clients, carriers, and internal teams
Capable of managing multiple accounts while ensuring accuracy in policies and proposals
Previous experience at a local agency or insurance is highly desirable
Property & Casualty 220 License preferred; Customer Representative 440 minimum allowed
Benefits
Comprehensive medical, dental and vision plans with 100% company paid premiums and numerous supplemental benefit offerings.
Generous Paid Time Off (21 days);
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Company paid life insurance, short and long-term disability;
Financial support for professional development and licensure/designations;
Hybrid work (4 days in the office and 1 day remote with a 220 license);
And so much more!
Company
NSI Insurance Group
Founded in 1958, NSI is the largest privately owned firm in Florida providing insurance and risk management solutions to over 40,000 families and businesses in all 50 states and over 100 countries.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Oscar Seikaly
Chief Executive Officer
J
Jason Bishara
Financial Practice Leader
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