Client Manager

This role requires management of a book of commercial insurance business; responsible for servicing, managing, retaining, and growing a high volume of accounts. Responsibilities include, but are not limited to: 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 Qualifications: Align with company values Engaged with QBQ Attitude Willingness to work effectively within a team Demonstrates adaptability Lifelong learner Strong organization skills and computer skills; Level 2 Excel Minimum 5 years CL client support/management Complex client problem solving experience #J-18808-Ljbffr Snellings Walters Insurance Agency