Client Manager – P&C Programs
| Company | EPIC Insurance Brokers & Consultants |
|---|---|
| Location | Rancho Cordova, CA, USA, Birmingham, AL, USA |
| Salary | $75000 – $95000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- Agent’s Insurance license
- Comprehensive knowledge of insurance industry standards, policies and procedures
- 4-5 years experience specific to job duties
- Written and verbal communication skills
- Negotiation skills
- Public speaking skills
- Excellent listening skills
- Coaching and mentoring skills
- Intermediate level of proficiency with Microsoft Office
- Planning, prioritization and organizational skills
- Strong time management skills including ability to manage multiple priorities
- Goal oriented with the ability to meet deadlines
- Ability to manage work from several sources
- Ability to delegate work
- Sense of urgency in meeting client and producer expectations
- Attention to details
- Attend mandatory internal training classes
- Attend two classes per year towards the achievement of CIC, ARM, CRM, CPCU
Responsibilities
- Act as client advocate at all times
- Maintain positive relationship and excellent communication with client and co-workers
- Serve as primary contact for client and respond to client’s needs
- Assure the accurate and efficient delivery of client services
- Actively manage client expectations
- Mentor, Coach and train co-workers
- Allocate and delegate work as necessary
- Maintain account information and document communication in agency management system
- Oversee File set-up
- Prepare folders/binders for specifications, proposal or policies
- Actively manage open activities
- Request renewal information from client
- Send applications to client for completion
- Select markets in conjunction with producer(s) and Team Lead
- Update loss information and prepare summary for renewals
- Prepare applications and specifications for marketing assigned accounts
- Create submission letters to accompany specifications
- Analyze policy contracts for proposal
- Negotiate pricing and coverage
- Prepare and present proposal and summaries
- Prepare premium summary and comparison on renewals
- Correspond with Boards, Bureaus and other regulatory bodies (i.e. SPCB, DPR, DMV, PUC, WCIRB etc.)
- Oversee issuance of binders, invoices and renewal documents
- Calculate premium breakdown for clients and provide spreadsheet as requested
- Review insurance policies to ensure coverage is as ordered
- Answer client questions and help solve coverage related problems
- Responsible for marketing of new and renewal business on behalf of prospects and clients
- Assist in the solicitation of new business
- Perform contract/lease review
- Other duties as assigned
Preferred Qualifications
-
No preferred qualifications provided.