Supervisor - Private Client Group (Personal Lines)

Client Manager – Business Insurance We provide business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of a leading professional services firm. A day in the life. Maintain files in agency management system and document management system in an orderly, up-to-date manner. Perform account transactions including but not limited to applications, quotations, ID cards, endorsements, invoices, binders, renewals, certificates, follow‑up and correspondence on assigned accounts. Obtain renewal information from the insured and company on designated accounts prior to renewal and complete applications as needed. Maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims. Review existing accounts to determine if additional lines of insurance should be solicited. Receive and review all terminations and cancellations to determine action to be taken. Actively review increases in limits and/or overages or rounding out accounts through sales to clients at service contact opportunities. Document all material conversations with insured and/or carriers regarding exposures and coverages. Manage a book of business alongside the assigned Producer on the account. Gather and prepare submission information as appropriate to the account and coordinate the remarketing process. Participate in client meetings. Conduct online rating and use of insurance analysis tools. Consistently strive to make a positive contribution to customer satisfaction. Assist production unit in special projects related to sales and/or servicing. Ensure confidentiality of information acquired. Respond to client on all facets of customer service including coverage review, analysis and recommendations, quoting and securing coverage, and claims assistance with minimal guidance. Our future colleague. We’d love to meet you if your professional track record includes these skills: High School diploma or general education degree; some college or higher education preferred. 3‑5 years’ experience in underwriting, rating and billing or prior insurance experience at an agency or related company. 1‑2 years’ experience providing customer service to commercial lines customers. Additional qualifications – a plus, but not required. Ability to read and interpret documents such as renewal applications, workers’ compensation mod sheets and procedures manuals. Ability to professionally communicate information and respond to questions from groups of managers, clients, customers and the public. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. Some benefits included in this role are: Generous time off, including personal and volunteering. Tuition reimbursement and professional development opportunities. #J-18808-Ljbffr Insurance Office of America