Insurance Portfolio Manager

4 weeks ago

Dallas, Texas, United States Novatae Risk Group Full time
Job Summary

We are seeking a skilled Insurance Portfolio Manager to oversee a portfolio of clients through relationship building and client account development. This role will be based in our Dallas office and will involve 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, and client/carrier correspondence.
  • Interact with clients to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
  • Process renewals following agency procedures and remarket accounts identified for renewal marketing.
  • Provide quotes to existing clients for additional lines of business as needed and process all account transactions in a timely and accurate manner.
  • Follow agency credit and collection procedures in invoicing and pursuing prompt payments and manage cancellation processes according to agency standards.
Requirements
  • Property & Casualty license is required.
  • Minimum of 2 years of previous P&C wholesale insurance experience.
  • Proficient in basic computer skills, such as Microsoft Office and agency management software.
  • Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is 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 and follow processes and procedures to help the agency become more efficient.
  • Team player with a strong work ethic and positive attitude.
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 and dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.

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