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Commercial Insurance Client Advisor

2 weeks ago


Atlanta, GA, United States The Jonus Group Full time
Job Description

Commercial Insurance Client Manager - Hybrid ATL, GA

Compensation, $55k-$120k+ Base Salary + Bonus Incentives, Impressive Benefit Package including matching 401k.
Depending on experience. Growth position- Seeking to add a Support Specialist, Account Manager, or Executive-level professional to a Real Estate focused team.

Summary:

Established Insurance agency seeking to hire a Commercial Insurance Account Manager

Job Duties:
  • Full Knowledge of insurance products and usages
  • Ability to advise and consult with clients re: their insurance coverages
  • Manage workflow of assigned book of business and delegate workflow
  • Maintain accounts in accordance with organizational guidelines
  • Service and monitor account activity.
  • Call existing insured to compliment or "round out" personal accounts.
  • Work strategically with sales staff to optimize relationships and protect client's business.
  • Perform special projects as directed by the VP, Commercial Lines.
  • Review policies and coverage for accuracy and rating calculations.
  • Process endorsements, placement requests and invoicing.
  • Complete and prepare certificates, proposals, policy summaries and reviews.
  • Develop and maintain excellent relationships with our partners, carriers and vendors.
  • Responsible for marketing process & quoting new and renewal business

Qualifications:
• 2-10 + Years working with middle market accounts in agency environment
• Ability to meet/w clients and discuss insurance mitigation strategies
• Must be organized
• Ability to delegate workflow
• Ability to multi task
• Experienced with AMS 360 or equivalent agency management system

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#INDTJG-ST
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