Commercial Lines Client Relationship Manager

2 weeks ago

Independence Missouri, United States AssuredPartners Full time

Position Overview:


AssuredPartners is seeking to enhance our Commercial Lines Team with a dedicated Property & Casualty licensed professional. The Commercial Lines Client Relationship Manager will oversee the daily operations concerning clients' insurance requirements.

In this role, you will collaborate with various team members to craft appropriate P&C insurance and risk management solutions while maintaining exceptional service standards for our clients.

We welcome candidates interested in advancing to an Account Executive position as well.

Why Consider This Role?

Establish meaningful connections with clients while delivering impactful solutions.

Gain high visibility with Senior Leadership – collaborate with Client Services, Sales, and Agency Leadership who prioritize your professional growth.

Enjoy opportunities for upward mobility and career advancement within AssuredPartners.

Key Responsibilities:
Client Support: Maintain accurate client records to provide daily support and address intermediate-level inquiries.

Foster strong business relationships with relevant insurance carrier personnel. Understand and meet carrier goals to enhance business partnerships.

Account Management: Maintain organized files in accordance with company protocols. Adhere to procedures to achieve favorable audit outcomes.

Ensure the accuracy of account details for new and renewal policies, endorsements, and audit for correctness in rating, coverage, and signatures, entering these transactions to generate timely billing invoices.

Review all premium audits per Agency procedures, ensuring timely processing.

Examine accounts receivable reports for all assigned accounts to support client retention.


Insurance Expertise: Utilize technical knowledge to ensure timely receipt of carrier quotes; review quotes for discrepancies and assist with carrier inquiries.

Participate in training and pursue self-directed learning to enhance industry and technical knowledge.

Other duties as assigned.

Benefits:
To support your personal growth, we offer a glimpse of what we provide to our most valuable asset, our people:

Competitive base salary

Generous paid time off package, including over 30 days of comprehensive leave, 10 company holidays, floating holidays, sick days, and volunteer days.

Health benefit options tailored to your needs; multiple affordable medical plans, company-paid HSA contributions, dental plans with orthodontia coverage, and vision plans.

401(k) plan with company match – 50% up to 6%.

Support for your fitness and wellness goals with discounts at numerous gyms and fitness centers.

Access to licensed therapists for mental health support 24/7.

Pet benefits and discounts.

Qualifications:
Active Property and Casualty License preferred.

3+ years of relevant experience and/or training preferred.

Familiarity with available commercial lines coverages based on business and industry.

Proficient in delivering client service through electronic, telephone, and in-person interactions.

Strong problem-solving skills; excellent written and verbal communication abilities.

Proficient in Agency Management software, with a preference for EPIC, or demonstrated ability to quickly learn new systems.

Skilled in Microsoft Office or similar software, including spreadsheet and presentation tools.

Grow with Us:
AssuredPartners is committed to fostering innovation and growth for our clients.

We are the ideal environment for creative, dynamic individuals who aspire to advance their careers while assisting businesses, families, and individuals in thriving.


We take pride in being the fastest-growing independent insurance broker in America, but we are even prouder of the genuine, caring relationships our employees cultivate with clients daily.


Joining our team will provide you with the opportunity to engage in meaningful work while learning, advancing, and, most importantly, growing with us.


AssuredPartners is dedicated to promoting diversity, equity, and inclusion, creating a workplace that values and thrives on the unique experiences, perspectives, and contributions of all team members.

AssuredPartners is committed to bringing forth the best talent to drive growth, innovate, and think bigger.

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