Client Manager
2 weeks ago
Maury, Donnelly & Parr, Inc. is seeking a highly skilled Client Manager to join our Personal Lines team in Delray, FL. As a key member of our team, you will be responsible for managing and coordinating all team accounts, analyzing accounts for adequacy and appropriate coverage, and preparing final proposal presentations.
Key Responsibilities:- Manage assigned accounts, analyzing accounts for adequacy and appropriate coverage.
- Prepare final proposal presentations, analysis, and summaries as needed.
- Review endorsements for completion and accuracy.
- Market the account and review marketing placements.
- Initiate and follow up on renewal applications.
- Identify cross/up selling opportunities and expand existing accounts by identifying potential gaps in coverage.
- Responsible for ensuring all terms and conditions of insurance policies are properly prepared.
- Track claims, flag claim-heavy accounts, and incorrectly written accounts.
- Responsible for agency billing according to service standards.
- Bachelor's Degree (BA) from a four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
- State Property and Casualty Insurance License.
- Computer skills required: Applied Systems: Epic Online Database software; Microsoft Office Suite.
- Customer Service - Manage challenging customer situations, respond promptly to customer needs, solicit customer feedback to improve service, respond to requests for service and assistance, and meet commitments.
- Interpersonal Skills - Focus on solving conflict, not blaming, maintain confidentiality, listen to others without interrupting, keep emotions under control, and remain open to others' ideas and try new things.
- Organizational Support - Follow policies and procedures, complete administrative tasks correctly and on time, support organization's goals and values.
- Problem Solving - Identify and resolve problems in a timely manner, gather and analyze information skillfully, develop alternative solutions, work well in group problem-solving situations, and use reason even when dealing with emotional topics.
- Written Communication - Write clearly and informatively, edit work, vary writing style to meet needs, present numerical data effectively, and able to read and interpret written information.
- Professionalism - Approach others in a tactful manner, react well under pressure, treat others with respect and consideration regardless of their status or position, accept responsibility for own actions, and follow through on commitments.
- Occasionally required to stand/walk, frequently required to sit, continually required to utilize hand and finger dexterity and to talk or hear. Normal office environment.
Our agency offers a collegial work environment, exciting opportunities for professional growth, and generous benefits, including paid maternity leave (after 1 year of work), family health, vision, and dental benefits. 401(k) plan with immediate vesting. Hybrid telework arrangements available PLUS many additional company perks.
The above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Visit our website to learn more about our organization: https://www.mdpins.com/
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