- Stay informed about the latest developments in industry and market trends
- Serve as a resource to clients and other staff members in these areas.
- Coordinate and meet with carriers during their visit to our office. Keep all other employees informed of meeting and decide who needs to participate. From time-to-time carrier relationship development might require dinner meetings, social functions, and travel.
- Research new carrier opportunities and develop relationships with our current carrier contacts.
- Assist Producers and Management with research and development of niche opportunities.
- Negotiate with carriers to secure broad coverages and competitive pricing for new business
- Prepare proposals, binders, and invoices. Confirm policies are issued per marketing instructions and account is set up correctly in agency management systems per agency guidelines
- Participate in prospecting or proposal meeting with producers.
- Maintain documentation through marketing files and agency management system
- Provide support to the department manager with any project or task that needs completing.
- Contribute a positive, respectful, pleasant work environment.
- 4-5 years Property & Casualty insurance experience.
- Good analytical skills for evaluating exposures, controls, loss experience and coverage gaps.
- The ability to effectively communicate both orally and in writing.
- Good interpersonal skills, customer focus and ability to work as part of a team.
- Competitive spirit.
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Client Manager
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Private Client Manager
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Private Client Manager
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Ross & Yerger Insurance, Inc. Jackson, United StatesJob Description · Job DescriptionResponsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency's procedures, issuance of cer ...
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Private Client Manager
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Private Client Manager
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Employee Benefits Client Manager
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Employee Benefits Client Manager
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Ross & Yerger Insurance Inc Jackson, United StatesJob Description · Job DescriptionDescription:Come join a Top 100 independent insurance agency working from our Jackson, MS headquarters. As an Employee Benefits Client Manager, you'll put the client's needs first by engaging directly with clients, company underwriters and Produce ...
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Employee Benefits Client Manager
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Ross & Yerger Insurance, Inc. Jackson, United StatesJob Description · Job DescriptionCome join a Top 100 independent insurance agency working from our Jackson, MS headquarters. As an Employee Benefits Client Manager, you'll put the client's needs first by engaging directly with clients, company underwriters and Producers on health ...
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Employee Benefits Client Manager
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Employee Benefits Client Manager
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Financial Institutions Client Manager
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Employee Benefits Client Manager
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Employee Benefits Client Manager
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Ross & Yerger Insurance, Inc. Flowood, United StatesCome join a Top 100 independent insurance agency working from our Jackson, MS headquarters. As an Employee Benefits Client Manager, you'll put the client's needs first by engaging directly with clients, company underwriters and Producers on health plan benefits management, networ ...
Commercial Lines Marketing Client Manager - Jackson, United States - Ross & Yerger Insurance, Inc.
Description
Job Description
Job DescriptionAs a Commercial Lines Marketing Client Manager, you will work with Producers in the evaluation of exposures, loss experience, and coverage needs for prospective clients. Your extensive knowledge in Property & Casualty coverages will be crucial when identifying and selecting appropriate markets for new and renewal business opportunities as well as when preparing high quality, thorough submissions for carriers and underwriters.Duties and Responsibilities
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