Commercial Lines Client Manager

Ross & Yerger Insurance, Inc.; Missouri; On-site; USD 60,000 - 90,000; Full time

Job summary

Ross & Yerger Insurance, Inc. is seeking a Commercial Lines Client Manager to oversee renewal processes, coordinate marketing, and place coverage for assigned accounts in a fast-paced agency.

You will work with producers to evaluate exposures, loss experience, and coverage needs, prepare thorough submissions, negotiate terms with carriers, and create effective renewal and new business proposals. Travel up to 10% may be required.

Qualifications

• Four-year college degree or equivalent work experience.
• Three years of property/casualty insurance experience.
• Knowledge of property/casualty coverages.
• Strong interpersonal and team collaboration skills.
• Excellent written and verbal communication.
• Ability to travel up to 10%.

Responsibilities

• Manage renewal process, including marketing and placement.
• Evaluate exposures, loss experience, and coverage needs with producers.
• Prepare detailed carrier submissions per agency procedures.
• Negotiate with carriers for coverage and pricing.
• Create proposals for renewals and new business with producers.
• Prepare binders, invoices, and other client documentation.
• Issue certificates of insurance and EPIs.
• Handle endorsement requests, Auto ID cards, and loss runs.
• Maintain thorough marketing files and logs.
• Monitor daily suspense and carrier solvency via AM Best.
• Assist colleagues with coverage and service questions.

Skills

Interpersonal skills

Analytical skills

Written and oral communication

Team player

Customer focus

Education

Bachelor's degree or equivalent experience

Tools

Agency management software

Spreadsheet software

Word processing software

Job description

Come join a Top 100 independent insurance agencyas a Commercial Lines Client Manager.

Major Duties and Responsibilities

• Manage the renewal process for assigned accounts, including marketing (as needed) and placement.
• Work with producers in the evaluation of exposures, loss experience, and coverage needs for the clients.
• Prepare high-quality, thorough submissions to carriers, using agency management and other application software, per agency procedures.
• Negotiate with carriers to secure broad coverage and competitive pricing and terms for existing clients.
• Create/prepare effective proposals for producers to use for renewal/new business. When needed, accompany producers when making proposals.
• Prepare binders, invoices, and other documentation, as needed. Secure Premium Finance agreements and Surplus Lines Affidavits as required.
• Issue new and renewal certificates of insurance and EPIs.
• Order/process endorsement requests and other client requests, such as Auto ID cards and loss runs.
• Maintain thorough documentation through the use and maintenance of marketing files, good transactional filing notes, and telephone logs.
• Maintain and monitor daily suspense to follow up on items requested of clients and carriers (e.g. endorsements, loss runs, etc.).
• Monitor carrier solvency on a regular basis using A.M. Best guide.
• Assist fellow employees with coverage and service issues where expertise may benefit them.

Requirements

• Four-year college degree or equivalent work experience.
• Three-year property/casualty insurance work experience.
• Knowledge of property/casualty coverages.
• Good interpersonal skills, customer focus, and the ability to work as part of a team.
• Good analytical skills for evaluating exposures, controls, loss experience, and coverage gaps.
• Basic computer/data entry skills (agency management, word processing, and spreadsheets software experience preferred).
• The ability to effectively communicate both orally and in writing.
• Ability to travel up to 10%.

About Ross & Yerger

Since 1860, Ross & Yerger, a Top 100 Independent Insurance Agency headquartered in Jackson, MS, has had an unwavering commitment to meeting the needs of its employees, clients, and community. As a perennial “Best Place to Work” organization and one of Mississippi’s healthiest workplaces, we nurture a culture of continuous learning, professional development, and career advancement. It’s in that spirit that we also share profits and ownership with all employees through our ESOP plan in addition to offering tremendous benefits

• competitive compensation
• comprehensive health and welfare benefits
• continuing education reimbursement
• parental leave
• generous Paid Time Off