Position Overview
Come join a Top 100 independent insurance agency as a Commercial Lines Client Manager.
Major Duties and Responsibilities
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/pr...