Commercial Lines Client Manager – Real Estate

🕒 Julho 2

🎸 Mississippi – Remoto

🎸 Mississippi – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🤝 Parceiro de Cliente

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Ross & Yerger Insurance, Inc.

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1860

💼 Consultoria

🏥 Saúde

🏗️ Construção

Consulting • Healthcare • Construction

A Ross & Yerger Insurance, Inc. é uma agência de seguros independente e empresa de gestão de riscos, de propriedade dos funcionários, que oferece seguros empresariais e pessoais, benefícios para funcionários, programas de resseguro, fianças, controle de perdas e serviços de gestão de patrimônio. Fundada em 1860, a empresa atende uma variedade de indústrias, incluindo instituições financeiras, construção civil, saúde, manufatura, organizações sem fins lucrativos e petróleo & gás, enfatizando um serviço personalizado e baseado em relacionamento por meio de sua abordagem de gestão de riscos Lighthouse.

Descrição

• 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

🎯 Requisitos

• Knowledge of Affordable Housing or Real Estate preferred • Four-year college degree or equivalent work experience • Four-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%

🏖️ Benefícios

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