Client Manager, Commercial Lines

Jobtailor; Deutschland; Vor Ort; EUR 45.000 - 65.000; Vollzeit

Zusammenfassung

Jobtailor in Germany seeks an experienced insurance professional to act as the primary day-to-day contact for clients, preparing applications and documents for submission and reviewing contracts for compliance. You will manage certificates of insurance, invoices, and financing agreements.

You will handle endorsements and audits, analyze exposures for marketing, negotiate rates, review quotes and coverages, and monitor renewals and bindings.

Qualifikationen

• Minimum 5 years of experience in insurance or related field.
• Knowledgeable in coverages, carrier guidelines, underwriting, and legislative changes.
• Excellent attention to detail and organizational skills.
• Strong mathematical and analytical abilities.
• Excellent written and oral communication skills.

Aufgaben

• Act as the main day-to-day contact for clients.
• Prepare applications and documents for submission.
• Perform contract reviews for insurance requirements compliance.
• Prepare certificates of insurance, invoices, and finance agreements.
• Process endorsements and audits.
• Analyze and compare current exposures for marketing.
• Conduct marketing, negotiate rates, review quotes and coverages.
• Review and summarize marketing results and prepare proposals.
• Monitor renewals, marketing, and bind processes.
• Check binders, policies, endorsements, audits for accuracy.
• Prepare summaries and schedules of coverage for clients.
• Participate in the claims process including submission and follow-up.
• Ensure financial aspects related to invoicing and premium financing are correct and timely.
• Maintain files in accordance with company policy and standards.

Ausbildung

College degree

Insurance designation

Tools

P&C license

Jobbeschreibung

Responsibilities

• Act as the main, day-to-day contact for clients
• Prepare Applications and documents for submission
• Perform Contract reviews for insurance requirements compliance
• Prepare Certificates of Insurance, Invoices, Finance Agreements
• Process Endorsements, Audits
• Analyze and compare current exposures for marketing
• Conduct marketing, negotiate rates, review quotes and coverages
• Review and summarize marketing results, prepare proposals
• Monitor and manage renewal marketing and bind process
• Check binders, policies, endorsements, audits for accuracy
• Prepare summaries/schedules of coverage for clients
• Participate in the claims process, including submission and follow-up
• Ensure financial aspects related to invoicing and premium financing are correct and timely
• Maintain files in accordance with company policy and professional standards

Requirements

• 5+ years of experience
• Knowledgeable in coverages, carrier guidelines, underwriting, and legislative changes
• Attention to detail
• Excellent organizational skills
• Strong mathematical skills
• Great written and oral communication skills
• Active P&C license
• College degree preferred, not required
• Insurance designation preferred, not required

Core Competencies

Demonstrates expertise in client management, insurance compliance, and financial accuracy, with a strong focus on marketing and proposal preparation. Proficient in analyzing insurance coverages and maintaining detailed documentation.