Client Manager Aviation – Property & Casualty

The Fedeli Group; Independence Township (OH); Hybrid; USD 55,000 - 85,000; Full time

Job summary

The Fedeli Group in Independence Township, OH is seeking an experienced aviation insurance professional to support producers and client executives servicing Part 135, Part 91, MROs and manufacturers. You will prepare binders, endorsements and renewal submissions, and educate clients on coverage details.

Responsibilities include maintaining policy expiration logs, assisting with new business placement, and supporting the marketing process while following agency procedures and E&O guidelines.

Qualifications

• High School diploma or GED is required.
• Minimum of 5 years of experience in a similar position.
• Knowledge of commercial lines coverage.

Responsibilities

• Prepare binders, certificates, endorsements, audits, policies, and related documents.
• Assist Client Executive with policy changes and renewal information.
• Maintain expiration log and assist in placing new business.
• Assist in marketing processes: submissions, quotes, and presentation materials.
• Adhere to agency procedures and E&O guidelines.
• Document all activity and maintain electronic files.

Skills

Strong Computer Skills

Strategic Thinking

Decision Making

Communications Proficiency

Presentation Skills

Ethical Conduct

Education

High School diploma or GED

B.S. Degree

Property & Casualty License

Applied EPIC agency management system

CPCU/CIC/CISR designations

Tools

Applied EPIC

Job description

Provide assistance to producers and client executives in servicing new and renewal aviation businesses. These companies consist of Part 135, Part 91, Product Manufacturers, Maintenance Repair Operations, and Fix Based Operators. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, client executives and carrier representatives to deliver a superior client service experience.

Reports to

Essential Functions

• Prior experience with aviation related insurance brokerage or risk management services.
• 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, 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 request for changes, thank you cards, etc.
• Participate in special projects and other duties assigned.
• 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 similar position
• Knowledge of commercial lines coverage

Preferred Education & Experience

• B.S. Degree
• Property & Casualty License
• 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.