Commercial Lines Client Manager – Real Estate

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🎸 Mississippi – Remote

🎸 Mississippi – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

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Ross & Yerger Insurance, Inc.

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1860

💸 Finance

🤝 B2B

Finance • B2B

Ross & Yerger Insurance, Inc. is an employee-owned independent insurance agency and risk-management firm that provides business and personal insurance, employee benefits, captive programs, bonds, loss control, and wealth management services. Founded in 1860, the firm serves a variety of industries including financial institutions, construction, healthcare, manufacturing, non-profits, and oil & gas, and emphasizes tailored, relationship-based service through its Lighthouse risk-management approach.

📋 Description

• 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

🎯 Requirements

• 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%

🏖️ Benefits

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