Client Manager, Property

5 days ago

Cedar Rapids, Iowa, United States Holmes Murphy & Associates Full time
Job Description

We are seeking a highly skilled Client Manager to join our Property & Casualty team in Cedar Rapids, IA. As a Client Manager, you will be responsible for evaluating the needs and risks of existing clients, creating insurance programs tailored to their needs, and strengthening client relationships.

Key Responsibilities
  • Client Service Duties:
    • Provide exceptional customer service and operate as an effective partner with clients.
    • Track expiration dates of current clients to ensure renewals are completed.
    • Review insurance in place and assess future needs of clients.
    • Evaluate and recommend insurance options for clients.
    • Consistently available for client inquiries and respond to client requests in a timely and professional manner.
    • Maintain an awareness of all client service issues.
    • Research and investigate client insurance concerns.
    • Instigate meetings or telephone contact with clients to proactively address issues and explore opportunities to enhance services currently provided.
    • Deliver insurance policies as requested by the account executive.
    • Assist with other projects as needed.
  • Account Administration:
    • Take ownership and lead accounts.
    • Attend Insurance Carrier Meetings.
    • Meet with team for pre-renewal meetings on qualifying accounts and development of client opportunities.
    • Market renewal policies and negotiate with insurance company underwriters.
    • Prepare client renewal reviews and applications, orders renewals, and ensures accurate invoicing as well as the completion of required documents.
    • Attend Client renewal meetings, as required.
    • Accountable for account accuracy by ensuring that on-line customer information, as well as items received by carriers are accurate and current to include; exposure schedules, policy formats, policy endorsements, premiums, and invoicing.
    • Review quotes on accounts for accuracy and prepare proposal documents for client.
    • Assists in the quality management and file audit process.
    • Promotes the agency and the insurance industry in the community.
  • Technical Duties:
    • Manages various complex insurance plans such as claims made policies, loss sensitive risk funding plans, and loss development and loss forecasting.
    • Interprets policy contractual provisions, understands policy forms and general intent, develops manuscript endorsements to ensure appropriate action taken on coverage issues.
  • Marketing/Sales Process Duties:
    • Participates in the new and renewal sales process to include; determines optimum markets for new and renewal accounts, prepares/deliver submissions, negotiates premiums with carriers and visits with clients, as necessary.
    • Identifies and pursues opportunities for the sale of additional lines of insurance, as well as additional agency services such as loss control accomplished by understanding client business needs and in fostering strong client relationships.
    • Obtains submission data from prospects or clients to include losses, payroll, sales projections, company history, product brochures, and desired services.
    • Utilizes relationships with underwriters and company representatives to develop effective marketing strategies, negotiate premiums, design individualized coverage programs, and resolve complex service issues for clients.
    • Participates in providing ongoing training with team members on established processes and procedures. Continues to be a mentor to others.
  • Team Duties:
    • Effectively coordinates client service responsibilities with Consultants and Client Service Specialists.
    • Develops and maintains positive work relationships with team members to include; demonstrates leadership role within the team and throughout agency, participates in team meetings, provides back up when necessary, communicates information, and effectively resolves problems/issues as situations arise.
    • Develops and maintains positive working relationships with Holmes Murphy staff to ensure customer needs are met.
    • Knowledge transfer and sharing through various platforms (i.e.: team meetings, emails, Salesforce Chatter, etc.).
    • Performs special projects and other duties as requested.

Requirements:

  • Advanced knowledge of property casualty coverages and the ability to apply that knowledge in the performance of the job duties.
  • Knowledge and use of various carrier websites for quoting purposes.
  • Excellent communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients, company personnel, and team members.
  • Advanced negotiation, presentation, and critical thinking skills.
  • Maintains outstanding professional demeanor at all times.
  • Ability to interpret policy contractual provisions, understand policy forms and general intent, develops manuscript endorsements to ensure appropriate action taken on coverage issues.
  • Experience with computer data entry required; working familiarity with agency management system, Microsoft Excel, Outlook, PowerPoint and Word.
  • Ability to review, analyze and check experience mods.
  • High level of organizational ability; able to handle and prioritize multiple tasks.
  • Ability to work both independently and in a team environment to attain team and Agency goals.
  • Detail orientation and problem-solving ability.
  • Strong analytical skills.
  • Ability to maintain a high level of confidentiality, relating to all duties and responsibilities such as, team member and client information.
  • Ability to follow all established agency procedures.
  • Ability and willingness to consistently participate in internal and external educational opportunities to enhance knowledge of current insurance topics or relevant system improvements.
  • Ability and willingness to pursue a technical designation and/or continuing education, as appropriate.
  • Must be knowledgeable of and comply with HMA's Client Privacy Policy, HIPAA regulations and E&O procedures and policies.

Qualifications:

  • Education: High school diploma; college degree preferred. Active state specific Property Casualty Insurance agent's license required or the ability to acquire license within three months of hire.
  • Experience: Minimum 5+ years customer service, underwriting or risk management experience in the insurance industry.

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