Senior Client Manager- Commercial Lines
Be part of a winning team that leads the way as a Best Practices Agency in Insurance!
The Opportunity
Based out of Hunt Valley, MD, this full-time Senior Client Manager is central to the Commercial Lines team of Kastendike Insurance Group (a division of Maury, Donnelly, & Parr, Inc.) This person is responsible for managing and coordinating all assigned accounts and bonds.
DUTIES AND RESPONSIBILITIES:
- Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares proposals, analysis and summaries as needed.
- Solicits business from potential clients, completes sales and routes documents for processing, opens and services new accounts.
- Markets the account and reviews marketing placements.
- Builds long-term advisory relationship with clients, manages claims and related issues.
- Reviews upcoming renewals 120 days out and sets the course of action by scheduling the team renewal meetings monthly; initiates renewal procedures.
- Identifies cross/up selling opportunities. Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.
- Keeps the team informed of the carrier’s appetites and pricing changes. Attends carrier meetings and disseminates information to the team.
- Responsible for making sure that all the terms and conditions of the insurance policies are properly prepared.
- Performs other related duties as assigned by management.
QUALIFICATIONS:
- Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
- Certificates, licenses and registrations required: State Property and Casualty Insurance License.
- Computer skills required: Applied Systems: Epic Online Database software; Microsoft Office Suite.
COMPETENCIES:
- Customer Service - Manages challenging customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
- Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
- Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
- Written Communication - Writes clearly and informatively; Edits work; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
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:
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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