Client Manager - Transportation

Description

This position supports daily client needs on the designated core book of business.

Essential Duties and Responsibilities

Account Management

• Provide day-to-day client management on a book of business that primarily focuses on transportation accounts.
• Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions).
• Process incoming mail (postal, email and/or faxes) for the team and distribute to team
• Process cancellation notices/non-payment issues
• Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery
• Deliver policies as directed by Producer
• Request and prepare policy endorsements
• Issue certificates of insurance and deliver special handling certificates
• Process client monthly reports
• Process premium audits and deliver disputed audits
• Follow agency procedures for client management system

New/Renewal Marketing

• Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures
• Review expiration checklist and manage workflow per Commercial Lines Service Standards
• Work with team to coordinate market ready submissions including specialty applications
• Review and roll renewal submissions or create Acord applications as directed by team
• Complete online rating with carriers as required for coverage placement as directed by team
• Prepare finance agreements with finance companies
• Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients.

Other Duties and Responsibilities

• Accept special assignments as directed by leader
• Support agency directives in effectively managing agency/carrier relationships
• Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems

Requirements

• At least 5+ years of Business Insurance customer service experience (required).
• Experience with working on books of business that primarily focus on construction (required).
• Experience with online quoting and overall knowledge of the commercial insurance marketplace (required).
• Ability to work in a team setting (required).
• Detail-oriented (required).
• Ability to organize and prioritize work responsibilities (required).
• Excellent communication skills – verbal and written (required).
• Active Resident Property and Casualty insurance license (required).
• Epic experience (preferred).
• Microsoft Office experience, specifically Word and Excel (preferred)
• Ability to navigate insurance carrier websites (preferred).