Client Manager - Personal Lines/Private Client

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