Commercial Insurance Client Service Manager

3 weeks ago

Chicago, Illinois, United States The Horton Group, a Marsh & McLennan Agency LLC Company Full time
Job Title: Commercial Insurance Client Manager

Job Summary:

The Commercial Insurance Client Manager is responsible for the daily servicing of a book of business on assigned accounts with direct accountability for client satisfaction and retention. This role requires strong commercial lines technical knowledge, excellent communication skills, and the ability to work well under pressure.

Key Responsibilities:

  • Coordinate the servicing of a book of business with all internal and external stakeholders, demonstrating an advanced level of knowledge of all commercial lines of insurance.
  • Monitor and address aged accounts receivable with clients.
  • Develop and maintain strong relationships with clients to ensure their satisfaction with services provided.
  • Visit clients as necessary to review policies, audits, loss run analyses, and experience mods/projections.
  • Collect renewal information from clients as needed.
  • Coordinate value-added services provided by Horton to clients.
  • Manage carrier relationships on behalf of clients to ensure the accurate and timely issuance of policies and endorsements as agreed upon.
  • Review Policy Insight final document and request any necessary changes and or endorsements.
  • Prepare policy documents and other documents, such as client commitment (CSRV) Bound coverages document, summary of insurance for delivery to clients as per client deliverable procedures.
  • Verify, dispute, and process audit endorsements in a timely manner.
  • Audit and update agency management systems to ensure all required entries are made and documentation is created and correctly filed in accordance with established timetables, naming conventions, and procedures.
  • Act as a backup for other Client Managers.
  • Mentor and assist in employee development of team members.
  • Manage surplus lines and other special procedures to ensure compliance with state regulations.

Requirements:

  • Property and Casualty license must be obtained within 75 days of New Hire Onboarding.
  • Commitment to advancing your insurance knowledge via training and obtaining approved industry designation.
  • At least five years of similar experience.
  • Strong commercial lines technical knowledge.
  • Understanding of all forms of coverage and risk alternatives.
  • Highly proficient with Microsoft Word and Excel.
  • Applied Systems agency management experience preferred.
  • Extremely organized.
  • Sense of urgency and works well under pressure.
  • Analytical and technical orientation.
  • Strong attention to detail and follow-through.
  • Self-confident.
  • Ability to communicate well.

Behavior Standard:

Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers, and management. All employees are expected to behave in a manner consistent with the corporate values of Driven, Excellent, and Together.

Working Conditions:

Fast-paced, multi-tasking environment requiring tolerance for schedule change and disruption with potential for travel.

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