Ross & Yerger Insurance, Inc.

Client Partner

• Manage the renewal process for assigned accounts, including marketing (as needed) and placement
• Work with producers in the evaluation of exposures, loss experience, and coverage needs for the clients
• Prepare high-quality, thorough submissions to carriers, using agency management and other application software, per agency procedures
• Negotiate with carriers to secure broad coverage and competitive pricing and terms for existing clients
• Create/prepare effective proposals for producers to use for renewal/new business
• When needed, accompany producers when making proposals
• Prepare binders, invoices, and other documentation, as needed
• Secure Premium Finance agreements and Surplus Lines Affidavits as required
• Issue new and renewal certificates of insurance and EPIs
• Order/process endorsement requests and other client requests, such as Auto ID cards and loss runs
• Maintain thorough documentation through the use and maintenance of marketing files, good transactional filing notes, and telephone logs
• Maintain and monitor daily suspense to follow up on items requested of clients and carriers (e.g. endorsements, loss runs, etc.)
• Monitor carrier solvency on a regular basis using A.M. Best guide
• Assist fellow employees with coverage and service issues where expertise may benefit them

Commercial Lines Client Manager – Real Estate