Commercial Insurance Client Manager

5 months ago

Waukesha, United States The Horton Group Full time

JOB TITLE: Client Manager

REPORTS TO: Team Manager – P&C Operations

EXEMPT/NON: Exempt

DIVISION: Horton Risk Advisory Services


GENERAL DESCRIPTION – Summary

The Client Manager is responsible for the daily servicing of a book of business on assigned accounts with direct accountability for client satisfaction and retention. Responsibilities include client and carrier relationship management, policy related service, accounts receivable management and file management. The Client Manager role requires the coordination of multiple tasks across teams and functional roles to meet various deadlines and quality standards.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

· Coordinate the servicing of a book of business with all internal and external stakeholders, demonstrating an advanced level of knowledge of all commercial lines of insurance

· Monitor and address aged accounts receivable with clients

· Communicate and develop relationships with clients to ensure their satisfaction with services provided. Escalate complaints and concerns to appropriate stakeholders

· Visit clients as necessary to review policies, audits, loss run analyses and experience mods/projections. Oversee service commitments to ensure compliance by colleagues

· Collect renewal information from clients as needed

· Coordinate value added services provided by Horton to clients

· Manage carrier relationships on behalf of clients to ensure the accurate and timely issuance of policies and endorsements as agreed upon

· Review Policy Insight final document and request any necessary changes and or endorsements. Prepare policy documents and other documents, such as client commitment (CSRV) Bound coverages document, summary of insurance for delivery to clients as per client deliverable procedures. .

· Verify, dispute and process audit endorsements in a timely manner. Perform detailed audit reviews and present to clients

· Audit and update agency management systems to ensure all required entries are made and documentation is created and correctly filed in accordance with established timetables, naming conventions and procedures

· Act as back up for other Client Managers

· Mentor and assist in employee development of team members

· Manage surplus lines and other special procedures to ensure compliance with state regulations.

· Other duties as assigned



KNOWLEDGE, SKILLS, AND ABILITIES


· A Bachelor’s Degree is required

· Property and Casualty license must be obtained within 75 days of New Hire Onboarding.

· Commitment to advancing your insurance knowledge via training and obtaining approved industry designation

  • At least five years of similar experience
  • Must have strong commercial lines technical knowledge
  • Must understand all forms of coverage and risk alternatives
  • Highly proficient with Microsoft Word and Excel
  • Applied Systems agency management experience preferred
  • Extremely organized
  • Sense of urgency and works well under pressure
  • Analytical and technical orientation
  • Strong attention to detail and follow through
  • Self-confident
  • Ability to communicate well



BEHAVIOR STANDARD

Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers and management. All employees are expected to behave in a manner consistent with the corporate values outlined below:



WORKING CONDITIONS

Fast-paced, multi-tasking environment requiring tolerance for schedule change and disruption with potential for travel.



JOB PERFORMANCE STANDARDS

The job description is intended to describe the essential responsibilities The Horton Group requires. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the essential functions.



PHYSICAL REQUIREMENTS

Ability to:

· Perform work on a computer for extended periods of time

· Sit/stand for extended periods of time in work area

· Grasp objects using your fingers (fine motor skills)

· Communicate and speak in a clear, concise and professional manner both in person and on the telephone

· Travel by air or ground transportation for up to 6 consecutive hours. Some overnight travel may be required

· Be able to lift and carry objects that weigh a minimum of 40 pounds



Nothing in this job description or in any other written documents or forms maintained by The Horton Group, creates, or may be deemed to create, an employment contract between The Horton Group and any of its employees.

The Horton Group reserves the right to revise the contents of this job description, at any time, without prior notice to its employees.

  • Commercial Insurance Client Service Manager

    1 month ago

    Waukesha, Wisconsin, United States The Horton Group, a Marsh & McLennan Agency LLC Company Full time

    Job Title: Commercial Insurance Client ManagerAt The Horton Group, a Marsh & McLennan Agency LLC Company, we are seeking a highly skilled Commercial Insurance Client Manager to join our team. As a key member of our organization, you will be responsible for delivering exceptional client service and driving business growth through strategic relationship...

  • Commercial Insurance Client Manager

    1 month ago

    Waukesha, United States The Horton Group, a Marsh & McLennan Agency LLC Company Full time

    JOB TITLE: Client Manager REPORTS TO: Team Manager – P&C OperationsEXEMPT/NON: ExemptDIVISION: Horton Risk Advisory ServicesGENERAL DESCRIPTION – SummaryThe Client Manager is responsible for the daily servicing of a book of business on assigned accounts with direct accountability for client satisfaction and retention. Responsibilities include client and...

  • Client Support Specialist

    4 months ago

    Waukesha, United States Myknowledgebroker Full time

    ** Client Support Specialist - Commercial** **Job Category****:** Service **Requisition Number****:** CLIEN001270 Showing 1 location **Job Details** **Description** R&R Insurance Services, Inc., one of the states largest insurance agencies, and home of the best and brightest insurance superheroes in Southeastern Wisconsin, is searching for a professional,...

  • Commercial Painter

    4 days ago

    Waukesha, Wisconsin, United States Blair Commercial Painting LLC Full time

    Job OpportunityBlair Commercial Painting, LLC is a leading commercial painting company in Southeastern Wisconsin, committed to delivering exceptional results and experiences to our customers. We are a proud member of the PCA and specialize in commercial interior and exterior painting.We are seeking a skilled and experienced Commercial Painter to join our...

  • Commercial Vinyl Wall Covering Specialist

    4 weeks ago

    Waukesha, Wisconsin, United States Blair Commercial Painting LLC Full time

    Job OpportunityWe are seeking a skilled and experienced individual to join our team as a Commercial Vinyl Wall Covering Specialist. As a key member of our team, you will be responsible for hanging commercial-grade vinyl wall coverings and assisting with painting projects.Key Responsibilities:Hanging commercial-grade vinyl wall coverings with precision and...

  • Client Service Manager

    1 week ago

    Waukesha, Wisconsin, United States R&R Insurance and Wealth Management Full time

    Benefits Program SpecialistWe are seeking a highly skilled Benefits Program Specialist to join our team at R&R Insurance and Wealth Management. As a key member of our Benefits Practice department, you will play a critical role in assisting our clients with their benefit programs.Responsibilities:Assist the Sales Executive and Account Team in servicing the...

  • Commercial Roofing Foreman

    3 days ago

    Waukesha, Wisconsin, United States NATIONS ROOF Full time

    Job SummaryNations Roof is seeking a skilled Commercial Roofing Foreman to oversee project safety, manage crewmembers, and communicate with clients.The ideal candidate will have 3-5 years of commercial roofing experience, with prior experience in installing existing BUR, Modified Bitumen, EPDM, TPO, PVC, and metal roof systems.Responsibilities:Lead and train...

  • Insurance Sales Professional

    2 weeks ago

    Waukesha, Wisconsin, United States R&R Insurance and Wealth Management Full time

    Insurance Sales ProfessionalR&R Insurance and Wealth Management is seeking a highly motivated and experienced Insurance Sales Professional to join our team. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building and maintaining relationships with clients, and driving revenue growth.Key...

  • Commercial Roofing Supervisor

    4 weeks ago

    Waukesha, Wisconsin, United States NATIONS ROOF Full time

    Job OverviewNations Roof is seeking an experienced commercial roofing professional to oversee project safety, manage crewmembers, and communicate with clients.As a leading commercial roofing contractor, our projects range from large-scale new construction to renovation and repair of existing buildings.Key ResponsibilitiesLead and train crewmembers to install...

  • Specialty Insurance Underwriter

    2 weeks ago

    Waukesha, Wisconsin, United States Burns & Wilcox Full time

    {"title": "Specialty Insurance Underwriter", "description": "Build a Career in Specialty InsuranceBurns & Wilcox is a leading wholesale insurance broker and underwriting manager, offering comprehensive solutions to retail insurance brokers and agents. We are seeking a talented Specialty Insurance Underwriter to join our team.Key Responsibilities:Develop and...

  • Specialty Insurance Underwriter

    5 days ago

    Waukesha, Wisconsin, United States Burns & Wilcox Full time

    Key Responsibilities:As a Commercial Lines Underwriter at Burns & Wilcox, you will be responsible for building, maintaining, and growing a book of business. This will involve managing agency relationships and serving as the lead client contact. You will also create and execute marketing plans to increase new and renewal business. Additionally, you will rate,...

  • Client Support Specialist

    3 months ago

    Waukesha, United States Myknowledgebroker Full time

    ** Client Support Specialist** **Job Category****:** Service **Requisition Number****:** CLIEN01210 Showing 1 location **Job Details** **Description** **REQUIREMENTS** * High School Diploma; Associates Degree preferred * Minimum of two years general office experience * Exceptional customer service skills * Detail oriented with strong organizational and...

  • Rebar Placing Specialist

    1 week ago

    Waukesha, Wisconsin, United States Commercial Metals Full time

    Design the Future of InfrastructureAs a Rebar Placing Specialist at Commercial Metals, you will play a crucial role in shaping the structures of America. Your responsibilities will include producing accurate and detailed rebar placing drawings, coordinating with customers to schedule material and deliveries, and conducting research to resolve field problems....

  • Senior Project Manager

    4 days ago

    Waukesha, Wisconsin, United States Michael Page Full time

    Senior Project Manager OpportunityMichael Page is seeking a skilled Senior Project Manager to lead premier projects in the commercial and retail sector. This role offers a strong work-life balance and the chance to work with a top contractor.About the RoleLead projects from sales to closeout, collaborating closely with in-house professionals.Effectively...

  • High Net Worth Insurance Specialist

    2 weeks ago

    Waukesha, Wisconsin, United States R&R Insurance and Wealth Management Full time

    Insurance Sales Professional for High Net Worth IndividualsR&R Insurance and Wealth Management is seeking a highly skilled Insurance Sales Professional to join our team. As a key member of our Private Client Division, you will be responsible for cultivating relationships with High Net Worth Individuals and generating qualified leads.Key...

  • Senior Project Manager

    4 days ago

    Waukesha, Wisconsin, United States Michael Page Full time

    Job SummaryMichael Page is seeking a skilled Senior Project Manager to lead commercial and retail projects from sales to closeout. The ideal candidate will have 10+ years of experience in the construction industry, a bachelor's degree in a related field, and excellent communication skills.Key ResponsibilitiesLead projects from sales to closeout,...

  • Commercial Credit Analyst

    2 weeks ago

    Waukesha, Wisconsin, United States gpac Full time

    Job Title: Commercial Credit AnalystGPAC is seeking a skilled Commercial Credit Analyst to support our lending team in underwriting credit extensions to new and existing commercial loan clients.Job Summary:The Commercial Credit Analyst will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests,...

  • Commercial Real Estate Attorney

    4 weeks ago

    Waukesha, Wisconsin, United States Wisconsin Title Service Full time

    Job OpportunityWe are seeking a highly skilled Commercial Real Estate Attorney to join our team at Wisconsin Title Service. As a key member of our commercial title department, you will play a crucial role in the preparation of title commitments and closing of large residential and commercial real estate transactions.Key Responsibilities:Prepare title...

  • Insurance Sales Manager

    2 weeks ago

    Waukesha, Wisconsin, United States Fifer Agency Full time

    Job OverviewAs a Remote Insurance Agent with The Fifer Agency, you will play a crucial role in assisting clients with various insurance needs, including protection plans and retirement options. Your responsibilities will include contacting potential clients, scheduling virtual appointments, and guiding them through the insurance application process.Key...

  • Commercial Leadership Program

    2 weeks ago

    Waukesha, Wisconsin, United States GE Healthcare Full time

    Job DescriptionGE Healthcare is seeking highly motivated and talented individuals to join our Commercial Leadership Program. This two-year rotational program is designed to develop entry-level talent into future commercial leaders.Program OverviewThe Commercial Leadership Program is an intensive 2-year rotational sales and leadership training program....