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Insurance Portfolio Manager

4 weeks ago

Nashville, Tennessee, United States Novatae Risk Group Full time
Job Description

The Insurance Portfolio Manager will oversee a portfolio of clients through relationship building and client account development. This role is an office position in our Dallas branch. Responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals.

Key Responsibilities
  • Manage client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting.
  • Interact with clients to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
  • Process renewals following agency procedures.
  • Remarket accounts identified for renewal marketing following agency procedures.
  • Provide quotes to existing clients for additional lines of business as needed.
  • Process all account transactions as needed, ensuring accuracy and adherence to established agency procedures.
  • Follow agency credit and collection procedures in invoicing and pursuing prompt payments.
  • Manage cancellation processes according to agency standards, addressing both carrier and client requests as received.

Equal Employment Opportunity
At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.