Client Relations Manager
1 week ago
Sunland Specialty Insurance Group LLC is in search of a dedicated Account Manager/Customer Service Representative with a solid foundation in commercial insurance lines. This role offers a unique chance for an adaptable and resourceful individual with technical expertise to contribute effectively to our cohesive team. Experience in personal lines is an added advantage.
Compensation and Benefits
Competitive Annual Salary with Bonus Potential
Generous Paid Time Off (PTO)
Comprehensive Health Coverage
Dental and Vision Insurance
Life Insurance Benefits
Standard Monday to Friday Work Schedule
Opportunities for Career Advancement
Retirement Savings Plan
Key Responsibilities
- Deliver exceptional customer service by managing daily account activities including billing, policy modifications, updates to the agency management system, and claims processing.
- Assess and provide suitable client service support for both new and existing clients to foster strong relationships and enhance retention; respond promptly to inquiries from clients and carriers while maintaining and improving agency relationships through proactive communication.
- Process endorsements, certificates, and evidence of property, ensuring compliance through contract reviews and special requests.
- Utilize industry knowledge to identify client needs and potential cross-selling opportunities; enhance existing accounts by recognizing coverage gaps and recommending appropriate solutions.
- Conduct thorough quality checks on all policies and endorsements received from insurance providers.
- Manage the renewal process efficiently by reviewing accounts nearing expiration and gathering necessary information from clients to ensure timely policy renewals.
- Engage in seminars, training, and continuing education to maintain required licenses and enhance professional skills.
Qualifications
- Active Property & Casualty Agent/Producer License is mandatory.
- 3-5 years of experience in an Independent Agency is essential.
- Proficiency in Microsoft Office Suite, including Word, Outlook, and Excel, along with familiarity with PDF editing tools, Docusign, Epay, and Zoom.
- Self-motivated individual capable of working independently as well as collaboratively within a team.
- Strong analytical and organizational abilities.
- Excellent written and verbal communication skills.
- Experience with agency management software, particularly EPIC, is advantageous.
- A college degree is preferred.
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