7 часов назад
Client Services Manager - Commercial Lines
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Services Manager - Commercial Lines (Commercial Insurance): Managing commercial insurance books of business and developing coverage programs that address clients’ risk management needs with an accent on carrier coordination, policy servicing, underwriting information, and client communication. Focus on remarketing renewals, negotiating service items with underwriters, preparing proposals and coverage comparisons, and maintaining accurate policy and billing documentation.
Location: United States; Florida 2-20 License required. The role includes visiting clients outside the office with the producer when needed.
Company
is an expanding independent insurance company offering commercial insurance and risk management services.
What you will do
- Manage an assigned commercial insurance book of business and support existing client accounts.
- Collaborate with producers to develop insurance programs addressing clients’ total risk management needs.
- Coordinate renewals, collect risk and loss information, and act as a liaison between clients, carriers, and underwriters.
- Negotiate sales and service items with company underwriters and build professional carrier relationships.
- Prepare premiums, proposals, coverage comparisons, binders, extensions, certificates, billing invoices, and premium finance contracts.
- Review policy accuracy, interpret policy provisions, correct transaction errors, and maintain complete activity and documentation records.
Requirements
- Florida 2-20 License required.
- Five to seven years of industry experience, or a bachelor’s degree combined with related experience and training.
- Experience working with multiple insurance carriers and varied policy forms and coverages.
- Strong written and oral communication, organizational, multitasking, and time-management skills.
- Proficiency with Microsoft Word and Excel; knowledge of Applied EPIC is beneficial.
- Ability to work independently, collaborate effectively, and provide highly customer-oriented service.
Culture & Benefits
- Team-oriented workplace focused on dignity, respect, and equal employment opportunity.
- Medical, prescription, dental, vision, FSA, HSA, life, disability, and other insurance plans.
- 401(k), stock purchase program, annual performance bonus, and financial security benefits.
- Paid time off, paid holidays, flexible work options, sabbatical, and well-being stipend.
- Personal and professional development support, family assistance, gift matching, and identity theft protection.
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