Insurance Portfolio Manager
21 hours ago
Job Overview
">The Novatae Risk Group is seeking a skilled Insurance Portfolio Manager to oversee client relationships and drive account growth in our Dallas branch.
">About the Role
">This office-based position requires a Property & Casualty license, at least 2 years of wholesale insurance experience, and proficiency in Microsoft Office and agency management software.
">Key Responsibilities
">- ">
- Handle service requests, identify potential risk issues, quote additional coverages and policies, and track renewals.">
- Manage client service needs, including endorsement requests, proofs of insurance, cancellation requests, and claim reporting.">
- Interact with clients to discuss needs, assure satisfaction, respond to inquiries, solicit sales, and solve client problems.">
- Process renewals, remarket accounts for renewal marketing, and provide quotes to existing clients for additional lines of business.">
- Follow agency credit and collection procedures, manage cancellation processes, and ensure all account transactions are handled accurately and timely.">
Requirements
">- ">
- Property & Casualty license required.">
- Minimum 2 years of P&C wholesale insurance experience.">
- Proficient in Microsoft Office and agency management software.">
- Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures essential.">
- Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail.">
- Ability to work independently, applying knowledge and experience to achieve outstanding results.">
- Team player with a strong work ethic and positive attitude.">
Benefits
">We celebrate and support our differences, offering equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.
">Compensation
">The estimated annual salary for this role is $80,000 - $100,000, depending on experience.
">Location
">This position is based in our Dallas branch.
">About Us
">Novatae Risk Group is an equal opportunity workplace dedicated to fostering a diverse and inclusive environment.
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Dallas, Texas, United States Novatae Risk Group Full timeWe are seeking a highly skilled Insurance Portfolio Manager to join our team in Dallas. This is an excellent opportunity for individuals who want to take their career to the next level and work with a dynamic company like Novatae Risk Group.About UsAt Novatae Risk Group, we celebrate diversity and inclusivity. We believe that our employees' unique...
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