Commercial Lines Client Manager

4 weeks ago


Jackson, Mississippi, United States Ross & Yerger Insurance, Inc. Full time
Job Overview

Ross & Yerger Insurance, Inc. is seeking a skilled Commercial Lines Client Manager to join our team. As a key member of our agency, you will be responsible for managing the renewal process for assigned accounts, including marketing and placement. Your expertise in property and casualty coverages will be essential in evaluating exposures, loss experience, and coverage needs for our clients.

Key Responsibilities

  • Manage the renewal process for assigned accounts, including marketing and placement.
  • Work with producers to evaluate exposures, loss experience, and coverage needs for clients.
  • Prepare high-quality submissions to carriers, using agency management software and other application tools.
  • Negotiate with carriers to secure broad coverage and competitive pricing for existing clients.
  • Create effective proposals for producers to use for renewal/new business.
  • Prepare binders, invoices, and other documentation as needed.
  • Issue new and renewal certificates of insurance and EPIs.
  • Process endorsement requests and other client requests.
  • Maintain thorough documentation through the use of marketing files, transactional filing notes, and telephone logs.
  • Monitor carrier solvency on a regular basis using A.M. Best guide.
  • Assist fellow employees with coverage and service issues where expertise may benefit them.

Requirements

  • Four-year college degree or equivalent work experience.
  • Three-year property/casualty insurance work experience.
  • Knowledge of property/casualty coverages.
  • Good interpersonal skills, customer focus, and ability to work as part of a team.
  • Good analytical skills for evaluating exposures, controls, loss experience, and coverage gaps.
  • Basic computer/data entry skills (agency management, word processing, and spreadsheets software experience preferred).
  • Ability to effectively communicate both orally and in writing.
  • Ability to travel up to 10%.

About Ross & Yerger Insurance, Inc.

Ross & Yerger Insurance, Inc. is a Top 100 Independent Insurance Agency headquartered in Jackson, MS. We have an unwavering commitment to meeting the needs of our employees, clients, and community. As a perennial "Best Place to Work" organization and one of Mississippi's healthiest workplaces, we nurture a culture of continuous learning, professional development, and career advancement. We share profits and ownership with all employees through our ESOP plan and offer tremendous benefits including competitive compensation, comprehensive health and welfare benefits, continuing education reimbursement, parental leave, and generous Paid Time Off.



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