P&C Client Manager

3 weeks ago

Scottsdale, United States Alera Group Full time

Overview:
Benefit Commerce Group, an Alera Group Company is seeking a **Communications 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.

**Responsibilities**:
**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 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 manne**r 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 suppor**t 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 fina

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