Client Manager

SUMMARY: Responsible for managing and coordinating all assigned accounts.

DUTIES AND RESPONSIBILITIES:

• Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares final proposal presentation, analysis and summaries as needed.
• Reviews endorsements for completion and accuracy.
• Markets the account and reviews marketing placements.
• Initiates and follows up on renewal applications.
• Identifies cross/up selling opportunities. Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.
• Responsible for making sure that all the terms and conditions of the insurance policies are properly prepared.
• Tracks claims, flags claim-heavy accounts and incorrectly written accounts. • Responsible for agency billing according to service standard
• Performs other related duties as assigned by management.

QUALIFICATIONS:

• Bachelor's Degree (BA) from four-year college or university, or 1-2 years of related experience and/or training, or equivalent combination of education/experience.
• State of Maryland Property and Casualty Insurance License required.
• Computer skills required: Epic Online Database software; Microsoft Office Suite

COMPETENCIES:

• Customer Service - Manages challenging customer situations; Responds promptly to customer needs; Solicits feedback to improve service; Meets commitments.
• Oral Communication - Speaks clearly and persuasively; Listens and gets clarification; Responds well to questions; Demonstrates presentation skills.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Develops realistic action plans.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect regardless of status or position; Accepts responsibility for own actions; Follows through on commitments.
• Written Communication - Writes clearly and informatively; Edits work; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• 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.