Client Manager
4 weeks ago
The Aviation Client Manger assists in the servicing of accounts; handling day-to-day workflow of the servicing process and effectively communicating with the Aviation Insurance Specialists and the CEO, MMA Aviation.
Duties /Responsibilities
- Provides day-to-day client service to clients.
- Responds to telephone inquiries with prospective and current customers on coverage and billing questions.
- Communicates changes, adjustments and issues to clients, brokers and carriers.
- Evaluates needs of customers and makes recommendations for improvement.
- Processes and delivers renewal letters to current clients.
- Checks policies and conducts research on issues relating to policies as needed.
- Investigates & answers inquiries regarding coverage of existing policy schedules/ declarations.
- Advises in selecting carrier quotes that match client needs.
- Develops insurance and risk management program design.
- Prepares client proposal that clearly outlines advantages of the MMA proposal.
- Prepares certificates of insurance, policy change notices, schedules of insurance, and invoices.
- Inputs designated service plan activities in agency management system (Sagitta) including follow-up items.
- Requests endorsements as needed.
- Process Audits
- Online Quoting
- Performs other duties as assigned.
Minimum Qualifications
High School Diploma or equivalent with 2-5 years insurance experience required. Associate's Degree with 5-8 years' experience preferred.
Additional Requirements
Licenses/Certification:
- Property & Casualty License preferred
- CISR and/or CIC designation preferred
Special Requirements/ Skills:
- Working knowledge of aviation insurance coverage
- Strong knowledge of Microsoft Word, Excel & Outlook
- Strong computer/software competency
- Strong working knowledge of Sagitta
- Good typing skills: 40-45 wpm
- Ability to use other general office equipment
- Excellent customer service and phone etiquette
- Ability to work well in a team environment
- Exceptional attention to detail
- Excellent oral and written communication skills
- Strong time management and organizational skills
Work Environment:
- Typical office environment
#Hybrid
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