Client Manager

Maury Donnelly & Parr Inc; Cockeysville (MD); Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Generous benefits including paid maternity leave

Family health, vision, and dental benefits

401(k) plan with immediate vesting

Discretionary annual bonus program

Job summary

Maury Donnelly & Parr Inc is seeking a Client Manager for the Private Client Group in Cockeysville, MD. This full-time role involves managing high net worth accounts, analyzing adequacy of coverage, and ensuring proper billing and claims tracking.

The ideal candidate should have a Bachelor's Degree and an active insurance license. The position starts in-person for 90 days and then may transition to a hybrid schedule. Benefits include paid maternity leave and a 401(k) plan.

Qualifications

• Bachelor's Degree (BA) from four-year college or university, or 2-5 years of related experience.
• Active State Property and Casualty Insurance License required.

Responsibilities

• Manage assigned accounts and analyze them for coverage adequacy.
• Review endorsements for completion and accuracy.
• Market accounts and follow up on renewal applications.
• Identify cross/up selling opportunities and track claims.

Skills

Customer Service

Interpersonal Skills

Organizational Support

Problem Solving

Written Communication

Professionalism

Education

Bachelor's Degree (BA)

State Property and Casualty Insurance License

Job description

Client Manager- Private Client Group (Personal Lines)

Be part of a winning team that leads the way as a Best Practices Agency in Insurance!

The Opportunity

Based out of the Cockeysville, MD office, this full-time Client Manager position is central to the Personal Lines segment's Private Client Group of Maury, Donnelly, & Parr. This person is responsible for managing and coordinating all team accounts. Ideal experience for this role includes High Net Worth and Recreational Marine account management, along with a comprehensive understanding of Applied Epic procedures.

This position is considered full-time, in-person for the 1st 90 days and then there's opportunity to transition to a hybrid schedule.

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 two to five years of related experience and/or training, or equivalent combination of education and experience.
• Certificates, licenses and registrations required: active State Property and Casualty Insurance License.

COMPETENCIES

• Customer Service - Manages challenging customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
• 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.
• Professionalism – Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

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.

PAY RANGE

• $50,000-$75,000

AVAILABLE BENEFITS

Our agency offers a collegial work environment, exciting opportunities for professional growth, and generous benefits, including paid maternity leave (after 1 year of work), family health, vision, and dental benefits. 401(k) plan with immediate vesting PLUS many additional company perks.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At MDP, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

The above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.