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P&C Client Relations Manager

2 months ago


Lincoln, Nebraska, United States First State Full time
Job Overview

NON-EXEMPT JOB TITLE: P&C Account Manager

REPORTS TO: P&C Service Team Lead and Operations Manager

POSITION SUMMARY: The primary goal of this role is to enhance the agency's client base by supporting new business initiatives—promoting insurance solutions to potential clients while informing current clients about additional offerings that may suit their requirements. Responsibilities include various operational tasks such as data entry, processing client requests, maintaining documentation, and overseeing the progress of ongoing insurance claims, applications, renewals, and endorsements.

KEY RESPONSIBILITIES:

Client-Focused Duties

  • Address client inquiries, concerns, and policy modifications. Liaise with external agencies as needed to fulfill client requests, ensuring timely responses.
  • Prepare quotes for both prospective and existing clients.
  • Support producers in expanding the agency's portfolio by marketing to potential clients and recommending additional products to current clients.
  • Receive and manage client claims, filing them with the appropriate insurance companies and providing follow-up support.
  • Perform clerical tasks, including data entry, completing necessary documentation, drafting correspondence, organizing current policies, renewals, and changes, packaging new and renewal policies, and distributing marketing materials and proposals.
  • Stay informed about the insurance sector through ongoing education and training.
  • Carry out any other duties as assigned.

Agency Culture and Expectations

  • Demonstrate professionalism in appearance and demeanor.
  • Offer assistance, information, and support to colleagues.
  • Provide prompt and accurate information to all customers, both internal and external.
  • Maintain consistent attendance and punctuality.
  • Take responsibility for personal actions and decisions.
  • Uphold confidentiality at all times.
  • Promote additional company services to clients.
  • Deliver outstanding customer service consistently.
  • Engage in relevant training opportunities in a timely manner.
  • Act ethically and report any concerns to management or Human Resources.
  • Be vigilant and familiar with all emergency procedures.
  • Adhere to all company policies, procedures, and regulations.

SUPERVISORY RESPONSIBILITY: None.

MINIMUM JOB REQUIREMENTS:

  • EDUCATION/EXPERIENCE: A Bachelor's degree in business administration or a related field, or equivalent industry experience is required.
  • LICENSES AND CERTIFICATIONS: A valid driver's license is required. A property and casualty insurance license is preferred.

KNOWLEDGE, SKILLS, AND ABILITIES:

  • Proficient in Microsoft Office and general office equipment.
  • Detail-oriented with a high degree of accuracy.
  • Self-driven and motivated.
  • Effective interpersonal skills to interact with clients, management, and colleagues.
  • Strong analytical and problem-solving capabilities.
  • Excellent customer service orientation.
  • Strong verbal and written communication skills.
  • Ability to adapt to changing priorities and work under pressure.
  • Organizational skills, courtesy, and diplomacy.
  • Sound judgment and decision-making abilities.
  • Ability to communicate effectively with clients and colleagues.
  • Proficient in reading and writing.

PHYSICAL DEMANDS:

  • Regular physical activities including walking, standing, sitting, bending, and lifting.
  • Ability to lift up to 30 pounds, such as office supplies and files.

WORK ENVIRONMENT: This position is primarily indoors in a controlled environment. Travel may be required for client visits and inter-office meetings, which could include evenings and weekends.

Note: The information provided here is intended to outline the general nature and level of work performed by individuals in this position. It is not an exhaustive list of all responsibilities, duties, and skills required.