Client Manager - Real Estate, Core Accounts
Essential Duties and Responsibilities
Account Management
- Provide day-to-day client management on a real estate book of business, primarily working with core business insurance 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