Clark Insurance Scottsdale , AZ 85250
Posted 7 days ago
Company:
Marsh McLennan Agency
Description:
Position Overview
The Client Manager position serves as the main contact for the Private Client clients and provides day-to-day servicing and support for their client group.
Principal Duties and Responsibilities
Main point of contact for the client - addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, issues insurance cards prior to expiration date, and resolves accounting discrepancies
Maintain and update coverage summaries of each assigned client as well as new business accounts
Investigate and evaluate coverages, rates and general trends within the industry
Prepare and ensure the accuracy and timeliness of insurance specifications and coverage binders
Monitor the accuracy of insurance policies received from carriers prior to their delivery to clients
Conduct all business in accordance with established policies and procedures
May attend client meetings on or off site on occasion
Other duties as assigned
Knowledge, Skills and Abilities
Required:
High School Diploma or GED
3+ years in Private Client or Personal Lines insurance
Licensed in Arizona Property/Casualty (or ability to transfer existing license)
Ability to effectively communicate, both written and verbally, to internal and external parties
Excellent time management, organizational and multi-tasking skills with high attention to detail
Ability to build and maintain effective relationships with clients, carriers and peers
Ability to work independently and in cross-functional teams
Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)
Preferred:
Some college or technical training in related discipline
Previous Sagitta or Applied EPIC experience
Previous ImageRight experience
Clark Insurance