Junior Client Manager

Be part of a winning team that leads the way as a Best Practices Agency in Insurance!

The Opportunity

This full-time Junior Client Manager is central to the Commercial Lines team of Kastendike Insurance Group (a division of the Maury, Donnelly, & Parr, Inc. enterprise). Based out of the Hunt Valley, MD office, the individual in this role will provide support by managing and coordinating all assigned accounts.

DUTIES AND RESPONSIBILITIES:

· Processes certificates of insurance (COI), binders, evidences, auto ID cards, applications, renewal requests, endorsements, premium finance agreements, and claim data.

· Responsible for initial input of account, contact, and policy details into EPIC.

· Follow up with carriers on status and receipt of all policies, endorsements, and cancellations. Coordinates resolution of pending issues.

· Performs online carrier ratings.

· Secure loss runs, experience modification worksheets, and MVRs, FR-19’s; orders and follows up on loss runs when requested.

· Prepares proposals, analysis and summaries as needed.

· Manages billing inquiries and cancellation notices.

· Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares final proposal presentation, analysis and summaries as needed.

· Reviews endorsements for completion and accuracy.

· Markets the account and reviews marketing placements.

· Initiates and follows up on renewal applications.

· Identifies cross/up selling opportunities. Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending, and implementing proper coverage.

· Responsible for making sure that all the terms and conditions of the insurance policies are properly prepared.

· Tracks claims, flags claim-heavy accounts and incorrectly written accounts.

· Responsible for agency billing according to service standard.

· Performs other related duties as assigned by management.

QUALIFICATIONS:

· Bachelor's Degree (BA) from four-year college or university, or 1-2 years of related experience and/or training, or equivalent combination of education/experience.

· State Property and Casualty Insurance License required.

· Computer skills required: Epic Online Database software; Microsoft Office Suite

· Applied Epic Agency Management experience.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

· Occasionally required to stand/walk; frequently required to sit; continually required to utilize hand and finger dexterity and to talk or hear. Normal office environment.

PAY RANGE:

· $50,000-$70,000

AVAILABLE BENEFITS:

Our agency offers a collegial work environment, exciting opportunities for professional growth, and generous benefits, including paid maternity leave (after 1 year of work), family health, vision, and dental benefits. 401(k) plan with immediate vesting PLUS many additional company perks.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At MDP, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

The above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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