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P&C Client Manager

4 months ago

Scottsdale AZ United States Alera Group Full time

 

Benefit Commerce Group, an Alera Group Company is seeking a P&C Insurance Client Manager to join their team  

 

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

 

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?  

 

If that is what you’re looking for, this is your chance to be part of an amazing organization

 

The P&C Client Manager performs a variety of activities related to the day-to-day administration of the Commercial Property & Casualty policies within the company. This position works very closely with the P&C Team to help support, maintain, and grow the organization.

 

This position must demonstrate good judgment and be able to address all types of customer service issues with decisiveness. In this position, successful candidates need to have adaptability, attention to detail, initiative, and strong listening/communication skills to work in a team-based environment. Collaboration within a team environment is crucial in this position.

 


This job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her supervisor.

 

General:

  • Adhere to all agency operational policies/processes to ensure client satisfaction and delivery of quality service to manage and meet unique client needs.
  • Set up and maintain accurate and complete client data in client relationship management database (CRM), including documentation and management of action items and client communications according to procedure.
  • Service and support to clients, carriers, and other agency partners.
  • Follow all company and regulatory requirements regarding the labeling, filing, management, and retention of hard-copy and/or electronic records, according to procedure.
  • Perform any other duties/responsibilities/projects as determined by company leaders and other team members.
  • Maintain the highest level of security and confidentiality regarding corporate and client-related information.
  • Stay informed of industry changes and product offerings.
  • Attend training and meetings held by the agency and other partners.
  • Be familiar with and follow agency and industry E&O guidelines.
  • Maintain electronic and/or paper files in an orderly, up-to-date manner.
  • Manage Incoming Email, Calendars, Tasks (Outlook) efficiently.
  • Manage Incoming Phone Calls.
  • Manage and Keep Current Daily Activities through Client Management System.
  • Manage any other requests through other channels, including paper mail

Specific:

  • Manage assigned book of business to support agency retention goals - complete life cycle, including monthly expiration report, updates, submissions, marketing, proposal, bind, service.
  • Manage New Business Quote/Marketing opportunities to support agency growth goals.
  • Provide daily direction and support to Assistance Client Manager and back-office support (RPro) to accomplish daily service needs.
  • Direct Support to Producers & Senior Account Executives on the existing agency book of business and new business opportunities, as needed.
  • Process new and renewal commercial lines business as instructed, as needed.
  • Collaborate directly with clients, as needed, by phone, electronic platforms or in person in a professional manner to manage service needs.
  • Help identify cross-selling and account rounding opportunities with current clients, as the opportunity presents itself in the daily service of the account.
  • Assist in Marketing
  • Provide online carrier website and rating support for new, renewal and changes, as needed.
  • Check new and renewal policies for accuracy in rating, typing, forms, coverage, signatures, etc. Update management system accordingly. Ensure these items are delivered to the client in a timely manner, with the support of the service team.
  • Process Change Requests with the support of the service team.
  • Process Endorsements and any applicable invoices with the support of the service team.
  • Process Audits and any applicable invoices with the support of the service team.
  • Mange daily Carrier Document notifications with the help of the service team - pull documents from carrier websites. Handle/Process the documents where applicable, with the support of the service team.
  • Issue Proofs – Certificate, Evidence, Auto ID Cards with the support of the service team.
  • Review basic lease and other contracts for insurance terms and verify compliance with existing insurance program. Help identify recommendations for changes to ensure compliance between insurance program and contract.
  • Assist with claims – help obtain claim information, report, and follow up with the carriers and clients to ensure handled and closed in a timely manner with the support.
  • Order Loss History Reports and other claim data reports as needed – prepare summaries as needed, with the support of the service team.
  • Perform Agency and Direct Billing Activities as applies to policy transactions on client accounts.
  • Premium Finance Contract – create contracts as needed through finance co websites and assist in execution as needed.
  • Manage receivable collections as you do your daily work on accounts.
  • Manage check requests for client refunds, carrier premium payments as needed.
  • Other duties as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 3+ years of Commercial Property & Casualty Insurance experience
  • Experience with Management Lines of business (D&O, EPLI, Professional, Cyber) is a plus
  • P&C License required
  • Continuing Insurance Education activities are viewed favorably
  • Proficient with Microsoft Office products, including Outlook, Word, and Excel
  • Experience with Applied EPIC and other integrated platforms such as INDIO and Tarmika is preferred, though not required
  • Ability to Multitask, Delegate and Manage workloads and meet deadlines
  • Be responsible, organized and an initiative-taker

Education and Certifications:

  • High School Diploma or Equivalent
  • Bachelor’s degree or equivalent experience encouraged
  • License in Property & Casualty Insurance (AZ +)
  • Industry Specific Education & Designations Encouraged

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to stand and walk. The employee is occasionally required to sit and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include ability to adjust focus.

 

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Normal office environment with controlled temperature. The noise level in the work environment is usually moderate.


We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

 

Salary: $70,000 to $90,000 anually, DOE

 

If you're a California resident, please read the California Consumer Privacy Act before applying.

 

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PandoLogic. Category:Customer Service, Keywords:Client Services Manager, Location:SCOTTSDALE, AZ-85258