Senior Client Manager - Commercial Insurance, Decatur

EBSCO Industries Inc.; Birmingham; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading consulting firm is seeking an experienced Client Manager for their Property & Casualty team in Birmingham. The role involves managing client accounts, revising insurance policies, and providing exceptional customer service. Ideal candidates will have a strong background in account management within the insurance sector and a passion for service. Flexible work-from-home options are available.

Benefits

Medical/Dental/Vision Plans

Life Insurance

Profit Sharing

Employee Perks

Qualifications

• 5-10 years of account management/customer service experience in Commercial Lines.
• Current Property and Casualty license in Alabama.

Responsibilities

• Work with insurance personnel to revise coverage and create policies.
• Issue and process insurance documents like Certificates of Insurance.
• Provide high-level assistance to clients to resolve account issues.

Skills

Customer Service

Communication

Attention to Detail

Problem Solving

Teamwork

Education

High School Diploma

Bachelor's Degree

Tools

Microsoft Office

Agency Management Systems

Job description

Valent Group is a privately held independent risk consulting firm based in Birmingham, Alabama, with multiple locations in the southeastern United States. These offices provide all lines of insurance in partnership with specialized carriers. Valent Group was named a 2018 Best Practices Agency by the Independent Insurance Agents & Brokers of America and has the backing of EBSCO Industries, Inc., a global corporation which began in 1944 and now owns more than 20 businesses in a variety of industries. We offer competitive salaries and benefits, including medical/dental/vision plans, life insurance, profit sharing, employee perks, and more.

Do you have prior insurance experience and are you ready to join a growing team? We are looking for an experienced Client Manager with a passion for customer service to join our Property & Casualty team. Our P&C team works to empower businesses by meeting their needs so they can take care of their employees and clients. With multiple offices throughout Alabama, this position offers flexible work-from-home options.

To thrive on our team, you will need to bring a:

• Passion for service, our clients, and their insurance programs.
• A responsive, can-do attitude, which is at the center of our service.
• Curiosity to solve problems through innovative and out-of-the-box services.
• Team-oriented, working with others to get the job done.

This is what we believe it takes to deliver a Fortune 1000 customer experience to our middle market clients. And we believe our clients deserve nothing less.

In this role, you will:

1. Work with various insurance industry personnel to revise coverage, renew, and create insurance policies and proposal packages — handles presentation of same.
2. Coordinate logistics of the overall account management process in conjunction with Producers.
3. Issue and process various insurance documents, such as Certificates of Insurance, invoicing, renewals, etc.
4. Review customer contracts to ensure compatibility of coverages with contract requirements.
5. Review policies for accuracy and follow-up on needed corrections.
6. Provide high-level assistance to clients and customers to resolve business account issues satisfactorily.
7. Support existing accounts and clients by answering questions, providing documentation, and interpreting policy coverage.
8. Perform cross-functional tasks and serve as backup to other staff or management.
9. Identify potential exposures of existing clients and recommend suitable coverage.
10. Input information and track activities in account management system software.
11. Assist in designing workflows and training for the commercial lines staff.

You have:

• High school diploma and 5-10 years of account management/customer service experience in Commercial Lines - Property and Casualty insurance.
• Current Property and Casualty license in Alabama.
• Strong verbal and written communication skills.
• Great attention to detail.
• Experience with software programs including Microsoft Office.
• Basic mathematical skills for policy needs.
• Ability to manage multiple tasks/projects effectively.

You may also have:

• Bachelor's degree or higher.
• Professional designations such as CISR, CIC, CRM, CPCU.
• Experience with agency management systems like Vertafore, AMS360, etc.
• Experience with presentations for internal and external audiences.

EBSCO Industries, Inc. is an equal opportunity employer and complies with all applicable laws. We prohibit discrimination based on race, color, sex, age, national origin, ethnicity, religion, sexual orientation, gender identity, veteran status, disability, or other protected classes. We also comply with the ADA and applicable laws.