Junior Client Manager- Commercial Small Business
Be part of a winning team that leads the way as a Best Practices Agency in Insurance!
The Opportunity
Based out of Hunt Valley, MD, this full-time Jr. Client Manager position is central to the Small Business team of the Commercial Lines department at Kastendike Insurance Group (a division of Maury, Donnelly, & Parr, Inc.) This person is responsible for managing and coordinating all assigned accounts, with the ability to work in a hybrid capacity off the bat.
DUTIES AND RESPONSIBILITIES:
Processes certificates of insurance (COI), binders, evidences, auto ID cards, applications, renewal requests, endorsements, premium finance agreements, and claim data.
Responsible for initial input of account, contact, and policy details into EPIC.
Follow up with carriers on status and receipt of all policies, endorsements, and cancellations. Coordinates resolution of pending issues.
Performs online carrier ratings.
Secure loss runs, experience modification worksheets, and MVRs, FR-19s; orders and follows up on loss runs when requested.
Prepares proposals, analysis and summaries as needed.
Manages billing inquiries and cancellation notices.
Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares final proposal presentation, analysis and summaries as needed.
Reviews endorsements for completion and accuracy.
Markets the account and reviews marketing placements.
Initiates and follows up on renewal applications.
Identifies cross/up selling opportunities. Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending, and implementing proper coverage.
Responsible for making sure that all the terms and conditions of the insurance policies are properly prepared.
Tracks claims, flags claim-heavy accounts and incorrectly written accounts.
Responsible for agency billing according to service standard.
Performs other related duties as assigned by management.
QUALIFICATIONS:
Bachelor's Degree (BA) from four-year college or university, or 1-2 years of related experience and/or training, or equivalent combination of education/experience.
State Property and Casualty Insurance License required.
Computer skills required: Epic Online Database software; Microsoft Office Suite
COMPETENCIES:
Customer Service - Manages challenging customer situations; Responds promptly to customer needs; Solicits feedback to improve service; Meets commitments.
Oral Communication - Speaks clearly and persuasively; Listens and gets clarification; Responds well to questions; Demonstrates presentation skills.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Develops realistic action plans.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats
others with respect regardless of status or position; Accepts responsibility for own actions; Follows through on commitments.
Written Communication - Writes clearly and informatively; Edits work; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand/walk; frequently required to sit; continually required to utilize hand and finger dexterity and to talk or hear. Normal office environment.
The above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of requirements. Nothing in this job description restricts managements right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Visit our website to learn more about our organization: https://www.mdpins.com/
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