SUMMARY

Support Account Executive(s) in new account production & servicing, while maintaining a good relationship with existing clients in accordance with Agency objectives and procedures.

Essential Functions & Responsibilities:

• Work as a TEAM with Producer(s)
• Work as a TEAM with other Client Managers, Assistant Client Managers and Client Coordinators
• Educate clients about coverage, exclusions, and exposures
• Help clients make appropriate coverage changes
• Assists in or designs insurance plans for clients
• Provide Producer(s) with technical support
• Participate in client meetings with Producer(s) as needed
• Prepare Acord applications and submissions
• Marketing including pre-qualifying new business
• Analyze market quotes to verify coverage, forms, rates and competitiveness
• Prepare proposals
• Bind renewals and new business
• Renew policies in Agency Management System (EPIC)
• Policy review and processing
• Review insurance requirements for client contracts
• Review and resolve certificate deficiencies
• Activity follow-up
• Reporting claims and monitoring status until closed
• Maintain relationship with clients
• Complete other tasks as directed by Management

Qualifications:

5+years experience as a Commercial Client Manager managing their own book

• Current California Property & Casualty License
• Understand and analyze insurance coverage, forms and policies
• Good written and oral communication skills
• Self-motivated, Self-Disciplined, and Self-Confident
• Applied EPIC (preferred)

Characteristics:

• Must maintain a high attention to detail when working at a varying pace and managing multiple tasks and priorities.
• High Customer Service level
• Task-able but not task-myopic
• Eager to offer opinions & recommendations
• “Eye on the prize” approach to work
• Technically astute; easy communicator
• Enjoys working clients
• Willingness to pursue advanced insurance designations and continuing education as required.
• TEAM Player