Commercial Lines Client Manager – Real Estate
Ross & Yerger Insurance, Inc.
full-time
Posted on:
Location Type: Remote
Location: Remote • Mississippi • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
Requirements
- Knowledge of Affordable Housing or Real Estate preferred
- Four-year college degree or equivalent work experience
- Four-year property/casualty insurance work experience
- Knowledge of property/casualty coverages
- Good interpersonal skills, customer focus, and the ability to work as part of a team
- Good analytical skills for evaluating exposures, controls, loss experience, and coverage gaps
- Basic computer/data entry skills (agency management, word processing, and spreadsheets software experience preferred)
- The ability to effectively communicate both orally and in writing
- Ability to travel up to 10%
Benefits
- competitive compensation
- comprehensive health and welfare benefits
- continuing education reimbursement
- parental leave
- generous Paid Time Off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
property/casualty insurancecoverage evaluationloss experience analysisproposal preparationdocumentation preparationpremium finance agreementsendorsement processinginsurance certificate issuanceanalytical skillsdata entry
Soft skills
interpersonal skillscustomer focusteamworkcommunication skillsanalytical thinking