Hybrid Aviation & Property Insurance Client Manager

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

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.