Client Services Manager - Commercial Lines

<p><strong><u>POSITION SUMMARY</u></strong>:</p> <p>The ideal candidate will be extremely customer service oriented and will represent the agency with the highest ethical standards with a minimum of 5 to 7 years of industry experience. The candidate must be an exceedingly effective communicator and a team player. This is a fast paced environment and requires the ability to multi-task and prioritize on a daily basis. The individual should have a positive attitude and be a quick learner. He/she must be able to work independently in this position.</p> <p><strong><u>JOB DUTIES</u></strong>:</p> <ul> <li>Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.</li> <li>Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.</li> <li>Manage a Book of Business.</li> <li>Collaborate with producer to develop an insurance program that will adequately respond to the client’s total risk management needs.</li> <li>Assist Producer in servicing and remarketing existing accounts for commercial lines.</li> <li>Keep producer informed regarding client issues.</li> <li>Visit clients outside the office with the producer if needed.</li> <li>Coordinate expirations with producer to obtain renewal information. Maintain expiration control log.</li> <li>Act as a liaison between client and carrier by collecting detailed risk and underwriting information, including loss history, from client and communicating the information to the carrier.</li> <li>Work closely with company underwriters in negotiating sales and service related items on behalf of the client.</li> <li>Develop and maintain professional relationships with company representatives and underwriters.</li> <li>Cross-sell and round out existing accounts within assigned Book of Business.</li> <li>Determine premiums, prepare proposals for clients.</li> <li>Prepare coverage comparisons as needed.</li> <li>Issue binders, extensions and certificates as needed with assistance from CSR.</li> <li>Maintain all underwriting, marketing, applications, and other information essential for documentation purposes.</li> <li>Review incoming mail, route appropriate items to CSR for processing and prioritize daily workflow.</li> <li>Check new and renewal policies for accuracy in rating, typing, coverage, signatures. Ensure that these items are delivered and/or mailed to client.</li> <li>Process transactions to generate billing invoices and prepare premium finance contracts with assistance from CSR.</li> <li>Receive phone calls fro