Private Client Manager

3 weeks ago

Jackson, United States Ross & Yerger Insurance, Inc. Full time
  • Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency’s procedures, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, and responding to coverage questions in a timely manner.
  • Manage the renewal process for all assigned clients based on the agency’s retention strategies and requirements, including obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing renewal pricing as well as preparing the renewal proposal.
  • Prepare summaries of insurance, schedules, and proposals as needed for account review according to agency workflows.
  • Inform and educate clients about coverage, exclusions, and exposures, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverages.
  • Maintain and monitor daily suspense to follow up on items requested of clients and carriers.
  • Maintain thorough documentation through the use and maintenance of underwriting files, good scanning notes and telephone logs.
  • Assist with Accounting Department in reconciliation of company differences and accounting discrepancies.
  • Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education.
  • Interacts with others effectively by utilizing good communication skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency.

Requirements:

  • College degree (or equivalent work experience) and at least one year of property/casualty experience.
  • Basic computer/data entry skills (agency management, word processing, spreadsheets).
  • Good interpersonal skills and customer focus.
  • Ability to do detailed work effectively and efficiently.
  • Ability to effectively communicate both orally and in writing.
  • Attention to detail and committed to providing exceptional service to our clients and growing our firm. We are looking to add team members who have a strong desire to grow personally and professionally.
  • Ability to quickly learn and adapt to new systems, processes, and skills.
  • Willingness to perform in a fast-paced environment.

About Ross & Yerger

Since 1860, Ross & Yerger, a Top 100 Independent Insurance Agency headquartered in Jackson, MS, has had an unwavering commitment to meeting the needs of its 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 leaning, professional development, and career advancement. It’s in that spirit by which we also share profits and ownership with all employees through our ESOP plan in addition to offering tremendous benefits including competitive compensation, comprehensive health and welfare benefits, continuing education reimbursement and generous Paid Time Off.

  • Private Client Manager

    1 month ago

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

    Job DescriptionJob DescriptionResponsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency’s procedures, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes, review...

  • Private Client Manager

    3 weeks ago

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

    Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency's procedures, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing...

  • Private Client Manager

    5 days ago

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

    Major Duties and Responsibilities: Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency’s procedures, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes,...

  • Private Client Manager

    5 days ago

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

    Major Duties and Responsibilities: Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency’s procedures, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes,...

  • Private Client Manager

    5 days ago

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

    Major Duties and Responsibilities: Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency’s procedures, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes,...

  • PWM Private Wealth Advisor

    6 days ago

    Jackson, United States U.S. Bancorp Full time

    U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary ad Wealth Advisor, Wealth, Private, Strategic Advisor, Client Relations, Advisor

  • Private Duty CNA

    3 hours ago

    JACKSON, United States Adoration Home Health and Hospice Full time

    Our Company Adoration Home Health and Hospice Overview Make a Difference with Adoration Health Private Duty! Certified Nursing Assistant (CNA) - Jackson, TN Location: Jackson, TNSchedule: Full-Time, 35 hours per weekHours: Monday-Friday, 9 AM - 4 PMOpenings: 1 Position Overview: Are you a CNA exhausted by the fast-paced environment of facility work? Switch...

  • Financial Institutions Client Manager

    3 weeks ago

    Jackson, Mississippi, United States Ross & Yerger Insurance Full time

    Major Duties and ResponsibilitiesManage real estate loan insurance programs and tax tracking programs. Annual on-site client visits with the appropriate management to further institutionalize Ross & Yerger (R&Y) to the client.Create/prepare presentations for on-site client visits to review current products and production statistics, recommend broader...

  • Financial Institutions Client Manager

    1 month ago

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

    Job DescriptionJob DescriptionMajor Duties and ResponsibilitiesManage real estate loan insurance programs and tax tracking programs. Annual on-site client visits with the appropriate management to further institutionalize Ross & Yerger (R&Y) to the client.Create/prepare presentations for on-site client visits to review current products and production...

  • Wealth Management Client Coordinator

    20 hours ago

    Jackson, United States First Horizon Bank Full time

    Summary The Wealth Management Client Coordinator will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Coordinator helps gauge and enhance client satisfaction and...

  • Wealth Management Client Coordinator

    16 hours ago

    Jackson, United States First Horizon Advisors, Inc. Full time

    Location: On site at location listed in job posting. SummaryThe Wealth Management Client Coordinator will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Coordinator...

  • Wealth Management Client Coordinator

    1 day ago

    Jackson, United States First Horizon Advisors, Inc. Full time

    Location: On site at location listed in job posting. SummaryThe Wealth Management Client Coordinator will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Coordinator...

  • Private Duty CNA

    15 hours ago

    Jackson, TN, United States Adoration Home Health and Hospice Full time

    Our Company Adoration Home Health and Hospice Overview Make a Difference with Adoration Health Private Duty! Certified Nursing Assistant (CNA) - Jackson, TN Location: Jackson, TNSchedule: Full-Time, 35 hours per weekHours: Monday-Friday, 9 AM - 4 PMOpenings: 1 Position Overview: Are you a CNA exhausted by the fast-paced environment of facility...

  • Private Duty CNA

    12 hours ago

    Jackson, TN, United States Adoration Home Health and Hospice Full time

    Our Company Adoration Home Health and Hospice Overview Make a Difference with Adoration Health Private Duty! Certified Nursing Assistant (CNA) - Jackson, TN Location: Jackson, TNSchedule: Full-Time, 35 hours per weekHours: Monday-Friday, 9 AM - 4 PMOpenings: 1 Position Overview: Are you a CNA exhausted by the fast-paced environment of facility...

  • Commercial Lines Marketing Client Manager

    1 month ago

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

    Job DescriptionJob DescriptionAs a Commercial Lines Marketing Client Manager, you will work with Producers in the evaluation of exposures, loss experience, and coverage needs for prospective clients. Your extensive knowledge in Property & Casualty coverages will be crucial when identifying and selecting appropriate markets for new and renewal business...

  • Private Duty Nurse- LPN

    1 week ago

    Jackson, United States Phoenix Home Care and Hospice Full time

    Job DescriptionJob DescriptionStart your New Beginning with Phoenix Home Care and share the joy of providing one on one care with special needs children and young adults:  “I am grateful for the opportunity to provide in home nursing care for children with special needs. I know that the best place for a child is at home with people who love...

  • Client Partner

    2 weeks ago

    Jackson, United States Randstad Full time

    Randstad, the world’s leading partner for talent, is investing in a Client Partner for our Randstad Digital specialty. The Randstad Digital (RD) Client Partner will be responsible for structuring, developing, and leading a high-performing sales operation to secure new business, maintain and expand current customer expenditure, and drive superior customer...

  • Client Service Coordinator

    2 weeks ago

    Jackson, United States Busy Pixel Media Full time

    We are currently seeking a Client Service Coordinator to join our team and provide exceptional support in managing client relationships. The ideal candidate will possess strong communication skills, attention to detail, and a dedication to ensuring client satisfaction. If you are proactive, organized, and passionate about delivering excellent service, we...

  • Caregiver - Jackson - Guiding Excellence in Client Care

    2 hours ago

    Jackson, United States A First Name Basis Full time

    Job title: Caregiver - Guiding Excellence in Client CareReporting to: Care Manager Pay: Starts at $11/hourUrgently Hiring in the Jackson area! Evenings, Weekends Mid days Weekends and WeekdaysWe're looking for Caregivers!!!Are YOU looking to make a difference in someone's life?Join one of the fastest-growing home care companies in the region. A First Name...

  • LPN/RN Private Duty nurse

    4 days ago

    Jackson, United States Advantage Nursing Services Full time

    Job description We are seeking a Licensed Practical Nurse or Registered Nurse in Jackson, MO. Hours available: Monday-Friday 3p-11p, E/O Friday 7a-11p, E/O Saturday 7a-11p, Every Sunday 7a-11p! Hours are flexible! As a valued staff member, you will be matched with clients and families whose needs closely compliment your strengths and interests in order to...