Private Client Manager
3 weeks ago
Major Duties and Responsibilities:
- Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency’s procedures, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, and responding to coverage questions in a timely manner.
- Manage the renewal process for all assigned clients based on the agency’s retention strategies and requirements, including obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing renewal pricing as well as preparing the renewal proposal.
- Prepare summaries of insurance, schedules, and proposals as needed for account review according to agency workflows.
- Inform and educate clients about coverage, exclusions, and exposures, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverages.
- Maintain and monitor daily suspense to follow up on items requested of clients and carriers.
- Maintain thorough documentation through the use and maintenance of underwriting files, good scanning notes and telephone logs.
- Assist with Accounting Department in reconciliation of company differences and accounting discrepancies.
- Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education.
- Interacts with others effectively by utilizing good communication skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency.
Requirements:
- College degree (or equivalent work experience) and at least one year of property/casualty experience.
- Basic computer/data entry skills (agency management, word processing, spreadsheets).
- Good interpersonal skills and customer focus.
- Ability to do detailed work effectively and efficiently.
- Ability to effectively communicate both orally and in writing.
- Attention to detail and committed to providing exceptional service to our clients and growing our firm. We are looking to add team members who have a strong desire to grow personally and professionally.
- Ability to quickly learn and adapt to new systems, processes, and skills.
- Willingness to perform in a fast-paced environment.
About Ross & Yerger
Since 1860, Ross & Yerger, a Top 100 Independent Insurance Agency headquartered in Jackson, MS, has had an unwavering commitment to meeting the needs of its employees, clients, and community. As a perennial “Best Place to Work” organization and one of Mississippi’s healthiest workplaces, we nurture a culture of continuous leaning, professional development, and career advancement. It’s in that spirit by which we also share profits and ownership with all employees through our ESOP plan in addition to offering tremendous benefits including competitive compensation, comprehensive health and welfare benefits, continuing education reimbursement and generous Paid Time Off.
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