Client Manager

Compass Marine Programs; Lawrenceville (GA); Hybrid; USD 55,000 - 58,000; Full time

Benefits offered by this job

Paid parental leave

Health, vision, and dental benefits

401(k) with immediate vesting

Job summary

Maury, Donnelly, & Parr, Inc. is seeking a full-time Client Manager to support the Compass Marine team in Lawrenceville, GA. The role focuses on managing wholesale accounts, reviewing endorsements, and expanding coverage where needed.

The position offers in-person work for the first 90 days with a pathway to a hybrid schedule thereafter. A BA or equivalent experience plus P&C licensing and Applied Epic knowledge are required.

Qualifications

• Bachelor's degree from four-year college or university, or 2-4 years of related experience.
• State Property and Casualty Insurance License required.
• Applied Epic Agency Management experience required.

Responsibilities

• Manages assigned accounts; analyzes accounts for adequacy and coverage. Prepares final proposal presentations and summaries.
• 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 and expands existing accounts.
• Responsible for proper terms of insurance policies.
• Tracks claims and flags claim-heavy or incorrectly written accounts.
• Oversees agency billing per service standards.
• Performs other duties as assigned by management.

Skills

Account management

Sales/upsell

Communication

Analytical thinking

Education

Bachelor's degree

Tools

Applied Epic Agency Management

Job description

The Opportunity

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

This full-time Client Manager is central to the Compass Marine team of Maury, Donnelly, & Parr, Inc. Based out of the Lawrenceville, GA office, the individual in this role will provide support by managing and coordinating all assigned wholesale accounts.

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.
• Bachelor's Degree (BA) from four-year college or university, or 2-4 years of related experience and/or training, or equivalent combination of education/experience.
• State Property and Casualty Insurance License required.
• Applied Epic Agency Management experience required.

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:

• $55,000-$58,000

AVAILABLE BENEFITS:

• Our agency offers a collegial work environment, exciting opportunities for professional growth, and generous benefits, including paid parental 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.

Visit our website to learn more about our organization: https://www.mdpins.com/