Client Manager

3 weeks ago


Cockeysville, United States Maury Donnelly & Parr Inc Full time

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 Cockeysville, MD office, this full-time Client Manager position is central to the SecureCPG Team of Maury, Donnelly, & Parr (Secure CPG | Insurance for CPG).


DUTIES AND RESPONSIBILITIES:

  • Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares final proposal presentation, analysis and summaries as needed.
  • Reviews endorsements for completion and accuracy.
  • Markets the account and reviews marketing placements.
  • Initiates and follows up on renewal applications.
  • Identifies cross/up selling opportunities. Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.
  • Responsible for making sure that all the terms and conditions of the insurance policies are properly prepared.
  • Tracks claims, flags claim-heavy accounts and incorrectly written accounts.
  • Responsible for agency billing according to service standard
  • Performs other related duties as assigned by management.


QUALIFICATIONS:

  • Bachelor's Degree (BA) from four-year college or university, or 1-2 years of related experience and/or training, or equivalent combination of education/experience.
  • Property and Casualty Insurance License required.
  • Computer skills required: Applied Epic Online Database software; Microsoft Office Suite.


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:

  • $55k - $85k


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. Hybrid telework arrangements available 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.


Visit our website to learn more about our organization:



  • Cockeysville, Maryland, United States Gallagher Full time

    Job Title: Client Service ManagerWe are seeking a highly skilled Client Service Manager to join our team at Gallagher. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and building strong relationships with them.Key Responsibilities:Assist Senior Client Service...


  • Cockeysville, Maryland, United States Digi Solutions Full time

    Job DescriptionJob Title: Client Success ManagerCompany: Digi Solutions, LLCLocation: Hunt Valley, MarylandDescription:The Client Success Manager plays a pivotal role in overseeing the Support Team, ensuring that clients are consistently satisfied with our services. This position entails managing the onboarding process for new clients, delegating tasks for...


  • Cockeysville, United States US012 Marsh & McLennan Agency LLC Full time

    Description: Marsh McLennan Agency Client Manager, Private Client Services (Personal Insurance) Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver...

  • Call Center Manager

    3 weeks ago


    Cockeysville, United States Veritas Partners - Client Full time

    Multi year financial services client in search of Call Center leader in their Hunt Valley officeThe Call Center Manager will oversee 12 call center reps and 1 Assistant Manager. This role is 8 to 5PM Monday through Friday, onsite at their new Baltimore office. The calls will be focused on retail/consumer banking products: loans, deposits, checking/savings...


  • Cockeysville, United States Jacob William Advisory Full time

    DescriptionJacob William Advisory, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for helping others to join our growing team as a Client Service Associate. This position plays an important role in supporting our Advisors and creating an exceptional customer experience for clients as we...


  • Cockeysville, United States Jacob William Advisory Full time

    Description Jacob William Advisory, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for helping others to join our growing team as a Client Service Associate. This position plays an important role in supporting our Advisors and creating an exceptional customer experience for clients as we...


  • Cockeysville, Maryland, United States Jacob William Advisory Full time

    Client Service AssociateJacob William Advisory, a leading independent advisory firm, is seeking a highly motivated and detail-oriented individual to join our team as a Client Service Associate. This role plays a critical part in supporting our Advisors and delivering exceptional customer experiences for clients.Key Responsibilities:Client operations,...


  • Cockeysville, United States Ethos Veterinary Health Full time

    The Pet+ E.R in Hunt Valley, MD is hiring a full-time Client Service Representative to join our outstanding team! About Us: Chesapeake Veterinary Referral Center and Pet+E.R. are Maryland's premier provider of veterinary specialty services, including emergency and critical care, cardiology, and internal medicine. Staffed with board-certified specialists and...


  • Cockeysville, United States Ethos Veterinary Health Full time

    The Pet+ E.R in Hunt Valley, MD is hiring a full- time Client Service Representative to join our outstanding team! About Us: Chesapeake Veterinary Referral Center and Pet+E.R. are Maryland's premier provider of veterinary specialty services, including emergency and critical care, cardiology, and internal medicine. Staffed with board-certified specialists and...


  • Cockeysville, United States Ethos Veterinary Health Full time

    The Pet+ E.R in Hunt Valley, MD is hiring a full- time Client Service Representative to join our outstanding team!About Us:Chesapeake Veterinary Referral Center and Pet+E.R. are Maryland's premier provider of veterinary specialty services, including emergency and critical care, cardiology, and internal medicine. Staffed with board-certified specialists and...

  • Tax Manager

    3 weeks ago


    Cockeysville, Maryland, United States gpac Full time

    Tax Manager Job DescriptionA reputable Public Accounting firm in the area is seeking a Tax Manager to join their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Tax Manager to join a team of highly motivated staff.Tax Manager...

  • Tax Manager

    4 weeks ago


    Cockeysville, Maryland, United States gpac Full time

    Tax Manager **Job Summary:** We are seeking a highly skilled Tax Manager to join our team at GPAC. As a Tax Manager, you will be responsible for leading our tax compliance and consulting services to a diverse base of clients. You will oversee, train, and mentor tax professionals, and contribute to business development. **Responsibilities:** * Research,...


  • Cockeysville, Maryland, United States Randstad Full time

    Job Summary:We are seeking an experienced IT professional to join our team as a Technology Alignment Manager. This role requires a strong background in network administration, Windows server management, and Microsoft Exchange.Key Responsibilities:Gain and maintain an intimate knowledge of multiple client infrastructures.Provide proactive support for all...


  • Cockeysville, United States who... a staffing company Full time

    INVESTMENT MANAGEMENT ASSOCIATE: BALTIMORE, MDWho Staffing is looking for an Investment Management Associate for a full-time, direct hire opportunity with our client in Baltimore, MD.Job Summary:Our client is a premier wealth management firm, empowering families to make sound financial decisions and creating confidence through long-standing client...

  • Tax Manager

    3 weeks ago


    Cockeysville, Maryland, United States Jobot Full time

    Job Title: Tax ManagerWe are seeking a highly skilled and experienced Tax Manager to join our dynamic public accounting firm. The ideal candidate will be responsible for managing and preparing tax returns, ensuring compliance with tax laws, and providing strategic tax planning for our diverse client base.Key Responsibilities:Prepare and review federal,...


  • Cockeysville, Maryland, United States Marsh & McLennan Companies, Inc. Full time

    Account Manager, Personal Lines InsuranceAt Marsh McLennan Agency, we're committed to providing exceptional service to our clients. As an Account Manager on our Personal Lines team, you'll play a key role in growing and managing private client accounts. Your primary responsibility will be to meet monthly and annual production goals, while building and...


  • Cockeysville, Maryland, United States Randstad Full time

    Job SummaryWe are seeking a highly skilled Technical Alignment Manager to join our team. As a key member of our IT department, you will be responsible for providing proactive support for all aspects of our client infrastructure.Key ResponsibilitiesGain and maintain an intimate knowledge of multiple client infrastructures.Provide proactive support for all...


  • Cockeysville, Maryland, United States Marsh & McLennan Companies Full time

    Marsh McLennan Agency (MMA) is a leading provider of business insurance, employee health & benefits, retirement, and private client insurance solutions. We're seeking a skilled Account Manager to join our Personal Lines team. As a key member of our team, you'll be responsible for growing and managing private client accounts, meeting monthly and annual...


  • Cockeysville, Maryland, United States Maury Donnelly & Parr Inc Full time

    Job Title: Client ManagerMaury Donnelly & Parr Inc is seeking a highly skilled Client Manager to join our team in Cockeysville, MD. As a Client Manager, you will be responsible for managing assigned accounts, analyzing accounts for adequacy and appropriate coverage, and preparing final proposal presentations.Key Responsibilities:Manage assigned accounts and...


  • Cockeysville, Maryland, United States Sinclair Inc. Full time

    Business Development ExecutiveCompulse is seeking a highly motivated and experienced Business Development Executive with a proven track record of success in selling programmatic advertising, Connected TV (CTV), and other omni-channel advertising solutions to mid-market, tier 2, independent advertising agencies, and local media companies.Key...