Client Manager

The Fedeli Group; Independence Township (OH); Hybrid; USD 55,000 - 75,000; Full time

Job summary

The Fedeli Group in Ohio is seeking an experienced Insurance Account Manager to support client executives and producers. You will prepare binders, certificates, endorsements, audits, and policy documents while ensuring accuracy and timely delivery.

This full-time role requires a minimum of five years in a similar position, an active Ohio or Illinois P&C license, and knowledge of commercial lines. A Bachelor’s degree and experience with Applied EPIC are preferred; hybrid work is available.

Qualifications

• High School diploma or GED required.
• Minimum of 5 years of experience in a similar position.
• Active Ohio and/or Illinois P&C license.
• Knowledge of commercial lines coverage.

Responsibilities

• Prepare binders, certificates, endorsements, audits, policies, and related documents.
• Assist Client Executive with policy education and renewals.
• Maintain expiration logs for existing books of business.
• Assist Producer/Client Executive in placing new business.
• Adhere to agency procedures and E&O guidelines.
• Maintain electronic files and records.

Skills

Strong computer skills

Strategic thinking

Decision making

Communication proficiency

Presentation skills

Education

High School diploma or GED

Bachelor’s Degree

Tools

Applied EPIC

Job description

Reports To

Essential Functions

• Has ultimate responsibility for the timely and accurate completion of the following: prepare binders, certificates, auto identification cards, endorsements, audits, policies, lost policy release, and account balance status as needed.
• Has ultimate responsibility for the timely and accurate completion of preparing all invoice transactions including preparation of premium finance agreements.
• Assist the Client Executive with informing and educating clients regarding policy coverage, changes, exclusions, and other important policy information.
• Preparation of insurance summaries.
• Assist the Client Executive and/or Producer in contacting clients to obtain updated renewal information and completing application for renewal business within 90-120 of policy expiration.
• Assist the Client Executive with the overall marketing process (strategy, arranging submission, negotiating, reviewing quote options, and developing appropriate presentation documents).
• Maintain expiration log of existing assigned book of business.
• Assist the Producer and Client Executive in placing new business.
• Exhibits proficiency in using the agency management system (Epic), per TFG’s written workflows.
• Adhere to all agency procedures and E&O guidelines.
• Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, and requests for changes, thank you cards, etc.
• Ethical Conduct
• Strong Computer Skills
• Strategic Thinking
• Decision Making
• Communications Proficiency
• Presentation Skills

Supervisory Responsibility

None

Flexibility for hybrid work schedule.

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Position Type / Expected Hours of Work

Full Time Position – 40-hour work week

Travel

Travel is minimal, although some out-of-area and overnight travel may be expected

Required Education & Experience

• High School diploma or GED
• Minimum of at least 5 years of experience in a similar position
• Active Ohio and/or Illinois P&C license
• Knowledge of commercial lines coverage

Preferred Education & Experience

• Bachelor’s Degree
• Experience using Applied EPIC agency management system
• Advanced technical education in attainment of insurance related designations (CPCU, CIC, CISR, etc.)

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.