Commercial Lines Client Manager - Transportation Team

Ross & Yerger Insurance, Inc.; Jackson (MS); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

ESOP plan participation

Continuing education reimbursement

Generous Paid Time Off

Job summary

Ross & Yerger Insurance, Inc. in Jackson, Mississippi is seeking a Commercial Lines Client Manager to oversee the renewal process for insurance accounts. The ideal candidate will have a strong background in property and casualty insurance, excellent negotiation skills, and the ability to work collaboratively with producers.

This position requires a four-year college degree or equivalent experience and at least three years in the property/casualty insurance sector. Benefits include competitive compensation, comprehensive health benefits, and generous Paid Time Off.

Qualifications

• Four-year degree or equivalent work experience required.
• Three years of experience in property/casualty insurance necessary.
• Knowledge of property/casualty coverages is essential.

Responsibilities

• Manage renewal processes for assigned accounts.
• Work with producers to evaluate client exposure and needs.
• Negotiate with carriers for competitive pricing and terms.

Skills

Interpersonal skills

Analytical skills

Education

Four-year college degree or equivalent work experience

Tools

Agency management software

Word processing software

Spreadsheets software

Job description

Come join a Top 100 independent insurance agency as 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 the 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%.

Benefits

• ESOP plan participation.
• Competitive compensation.
• Comprehensive health and welfare benefits.
• Continuing education reimbursement.
• Parental leave.
• Generous Paid Time Off.