Commercial Insurance Client Manager
2 weeks ago
JOB TITLE: Client Manager
REPORTS TO: Team Manager or Operations Support Supervisor
EXEMPT/NON: Exempt
DIVISION: Horton Risk Advisory Solutions
GENERAL DESCRIPTION – Summary
The Client Manager is responsible for the daily servicing of a book of business on assigned accounts with direct accountability for client satisfaction and retention. Responsibilities include client and carrier relationship management, policy related service, accounts receivable management and file management. The Client Manager role requires the coordination of multiple tasks across teams and functional roles to meet various deadlines and quality standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
· Coordinate the servicing of a book of business with all internal and external stakeholders, demonstrating an advanced level of knowledge of all commercial lines of insurance
· Monitor and address aged accounts receivable with clients
· Communicate and develop relationships with clients to ensure their satisfaction with services provided. Escalate complaints and concerns to appropriate stakeholders
· Visit clients as necessary to review policies, audits, loss run analyses and experience mods/projections. Oversee service commitments to ensure compliance by colleagues
· Collect renewal information from clients as needed
· Coordinate value added services provided by Horton to clients
· Manage carrier relationships on behalf of clients to ensure the accurate and timely issuance of policies and endorsements as agreed upon
· Review Policy Insight final document and request any necessary changes and or endorsements. Prepare policy documents and other documents, such as client commitment (CSRV) Bound coverages document, summary of insurance for delivery to clients as per client deliverable procedures. .
· Verify, dispute and process audit endorsements in a timely manner. Perform detailed audit reviews and present to clients
· Audit and update agency management systems to ensure all required entries are made and documentation is created and correctly filed in accordance with established timetables, naming conventions and procedures
· Act as back up for other Client Managers
· Mentor and assist in employee development of team members
· Manage surplus lines and other special procedures to ensure compliance with state regulations.
· Other duties as assigned
KNOWLEDGE, SKILLS, AND ABILITIES
· Property and Casualty license must be obtained within 75 days of New Hire Onboarding.
· Commitment to advancing your insurance knowledge via training and obtaining approved industry designation
- At least five years of similar experience
- Must have strong commercial lines technical knowledge
- Must understand all forms of coverage and risk alternatives
- Highly proficient with Microsoft Word and Excel
- Applied Systems agency management experience preferred
- Extremely organized
- Sense of urgency and works well under pressure
- Analytical and technical orientation
- Strong attention to detail and follow through
- Self-confident
- Ability to communicate well
- The employee is responsible for adherence to the stated expectations of the E&O Plus Quality Management Program
BEHAVIOR STANDARD
Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers and management. All employees are expected to behave in a manner consistent with the corporate values of Driven, Excellent and Together.
WORKING CONDITIONS
Fast-paced, multi-tasking environment requiring tolerance for schedule change and disruption with potential for travel.
JOB PERFORMANCE STANDARDS
The job description is intended to describe the essential responsibilities The Horton Group requires. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the essential functions.
PHYSICAL REQUIREMENTS
Ability to:
· Perform work on a computer for extended periods of time
· Sit/stand for extended periods of time in work area
· Grasp objects using your fingers (fine motor skills)
· Communicate and speak in a clear, concise and professional manner both in person and on the telephone.
· Travel by air or ground transportation as required in performing job duties.
· Be able to lift and carry objects that weigh a minimum of 40 pounds
Nothing in this job description or in any other written documents or forms maintained by The Horton Group, creates, or may be deemed to create, an employment contract between The Horton Group and any of its employees.
The Horton Group reserves the right to revise the contents of this job description, at any time, without prior notice to its employees.
This job description supersedes any previous oral or written job descriptions.
-
Insurance Innovation Manager
5 days ago
Chicago, Illinois, United States Vouch Insurance Full timeAbout Vouch:Insurance... sounds slow, old-fashioned, and unexciting. Exactly. Insurance is broken, and it's failing fast-moving, innovative startups.Vouch is a new, technology-first insurance company backed with $185M in funding from world-class investors. Like Stripe for payments or Brex for credit cards, Vouch is creating the go-to business insurance for...
-
Commercial Insurance Account Manager
1 month ago
Chicago, Illinois, United States Capstone Search Group Full time(about the role)As Commercial Insurance Account Manager, you join a 5-person service team in a Chicago independent insurance agency's western suburbs office. Supporting multiple producers on a portfolio of larger accounts, this gives you an opportunity to learn the ins & outs of complex accounts across a variety of industries.(job specs)Location: Hybrid work...
-
Commercial Insurance Account Manager MNN9485
1 month ago
Chicago, United States Capstone Search Group Full timeJob DescriptionJob DescriptionAbout the RoleAn established, privately held independent agency in the southwest suburbs of Chicago seeks an experienced Commercial Insurance Account Manager to join their team. The agency is known for specializing in a few unique niches however the book you’ll manage has a variety of accounts to include contractors,...
-
Multinational Client Services Expert
2 weeks ago
Chicago, United States Allianz Commercial Full time**Let’s care for tomorrow.** **Your ambitions. Your dreams. Your tomorrow** At Allianz Commercial (AzC), we are the global leader for insuring corporate and specialty risks in the Allianz Group. Whether it’s aircraft, satellites, the world’s biggest ships and tallest building, cyber-attacks or climate change impacts, AzC has the major risks covered...
-
Commercial Lines Account Manager
2 weeks ago
Chicago, United States Insurance Relief Full timeCommercial Lines Account Manager - REMOTE - Southern California Candidates Are you ready to use your Commercial Insurance expertise to help assist clients? Are you hoping to find a company that will value its employees as much as its clients? Our growing insurance company in Pasadena, CA wants to add someone to the team! Duties will include:Responsible for...
-
Client Advisor
5 days ago
Chicago, United States Clark Insurance Full timeCompany: Marsh Description: Marsh is seeking candidates for the following position in our Central Zone. Client Advisor - Construction What can you expect? * The Client Advisor will act as a Program Manager in the Southcentral zone. * This role provides specific advice, service, and solution delivery to clients and prospects in regards to their...
-
Commercial Lines Account Executive
4 days ago
Chicago, United States World Insurance Associates, LLC. Full timeJob DescriptionJob DescriptionSummaryWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...
-
Insurance Agency CSR
11 hours ago
Chicago, United States Independent Insurance Agents Full timeThe Customer Service Representative at Abis Insurance Services Inc is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. We are looking...
-
Commercial Card Client Delivery Manager
6 days ago
Chicago, United States JPMorgan Chase & Co. Full timeJoin our Commercial Card Supplier Experience Team as a Vice President where you will drive growth and profitability of a multi-billion dollar Commercial Card portfolio comprised of Enterprise and Upper Middle Market client base. As a Client Delivery Manager on the Commercial Card Supplier Experience Team, you will be responsible for the development and...
-
Broker - Commercial P&C Client Executive
2 weeks ago
Chicago, United States Questor Consultants, Inc. Full timeJob DescriptionJob DescriptionLocal Retail broker is looking for a highly experienced professional to independently market, manage, and service client accounts for an assigned property book of business. Client would like someone from one of the national broker houses. Will be responsible for large property accounts. A background in Builders Risk, OCP and...
-
Chicago, United States PURE Insurance Full timeResponsible for helping to service the Bank's Commercial and Small Business loan portfolio while aiding in the implementation and execution of consistent controls to mitigate operational risk while providing exceptional levels of customer service to all internal and external clients. Responds to requests efficiently and thoroughly with a focus on prompt and...
-
Chicago, United States Chubb Full timeJob Description Underwriter, Commercial Insurance Specialty We are looking for a strategic and dynamic leader to partner with the Commercial Insurance Specialty (CIS) Manager, branch and distribution management to assist in profitably growing the Chicago CIS book of business. Responsibilities: Share in the responsibility of growth and fostering of internal...
-
Commercial Lines Account Manager
1 month ago
Chicago, United States APR Full timeJob DescriptionJob DescriptionJob Title: Commercial Lines Account Manager | Client Service Manager | CSRSalary: $70k- $80k base salaryLocation: Chicago, Illinois | Hybrid (willing to consider fully remote for the right candidate)Job Overview:The Commercial Lines Account Manager serves a critical role in our organization, managing a diverse portfolio of...
-
Commercial Lines Underwriter
4 days ago
Chicago, United States Warrior Insurance Network Full timeJob Description Job Description We are seeking the ideal candidate for our Commercial Lines Underwriting opening for our growing insurance company located in Bedford Park, just a mile south of Midway Airport! The Commercial Lines Underwriter will work independently and collaboratively with the Commercial Account team to provide a high level of customer...
-
Commercial Lines Underwriter
1 month ago
Chicago, United States Warrior Insurance Network Full timeJob DescriptionJob DescriptionWe are seeking the ideal candidate for our Commercial Lines Underwriting opening for our growing insurance company located in Bedford Park, just a mile south of Midway Airport!The Commercial Lines Underwriter will work independently and collaboratively with the Commercial Account team to provide a high level of customer service...
-
Commercial Banking Client Service I
4 days ago
Chicago, United States Canadian Imperial Bank of Commerce Full timeCommercial Banking Client Service I page is loaded Commercial Banking Client Service I Apply locations Chicago, IL time type Full time posted on Posted 2 Days Ago job requisition id 2408818 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our...
-
CL Sr. Account Manager
4 days ago
Chicago, United States USI Insurance Services Full timeGeneral Description: Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives. Responsibilities: Provide proactive, personalized support to assigned Commercial Lines...
-
Chicago, United States KING'S INSURANCE STAFFING LLC Full timeOur client, an A-rated Insurance Carrier, is seeking to add a Senior Commercial General Liability Claims Specialist. This person would be responsible for directly handling moderate to complex litigated and non-litigated Commercial General Liability claims including Slip and Falls, Premise Liability, and Bodily Injury losses throughout the country....
-
Chicago, United States Zurich Insurance Company Full timeZurich North America is looking for a Commercial Surety Underwriting Officer (AVP or VP Level) to join our Commercial Surety team within the North Central region. The Commercial Surety Underwriter is a uniquely technical role in the underwriting world. In this position you will be responsible for the overall account management, business development and...
-
Chicago, United States Chubb Full timeUnderwriter, Commercial Insurance Specialty We are looking for a strategic and dynamic leader to partner with the Commercial Insurance Specialty (CIS) Manager, branch and distribution management to assist in profitably growing the Chicago CIS book of business. Responsibilities: Share in the responsibility of growth and fostering of internal and external...