- Manage a portfolio of commercial insurance clients
- Respond to customer inquiries and resolve issues in a timely and professional manner
- Act as the main, day-to-day contact for clients.
- Prepare Applications and other documents required for a submission.
- Perform Contract reviews for insurance requirements compliance.
- Prepare Certificates of Insurance, Invoices, and Finance Agreements.
- Process Endorsements, Audits.
- Review and process client policy renewals and endorsements
- Maintain and update client information in our database
- Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times a Client Executive).
- Check binders, policies, endorsements, and audits for accuracy.
- Prepare summaries and/or schedules of coverage for clients.
- Work closely with underwriters and carriers to provide clients with the best coverage options
- Build and maintain strong relationships with clients through regular communication and follow-up
- Minimum of 3 years of experience in client service in the insurance industry
- P&C Insurance experience: 3 years (Required)
- Client Management: 3 years (Required)
- Strong communication and interpersonal skills
- Ability to multitask and prioritize effectively
- Proficient in Microsoft Office and insurance industry software
- Proficient with Web-based CRMs and Raters
- College degree preferred
- Bilingual in Spanish is a strong plus
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Property & Casualty Insurance - Client Manager - La Jolla, United States - Spectrum Insurance
1 week ago
Description
Job Description
Job DescriptionProperty & Casualty Insurance - Client Manager
Location: San Diego, CA
Job Description:
We are seeking a highly motivated and customer-focused individual to join our team as an Account Manager. The ideal candidate will have experience in the insurance industry and a strong track record of providing excellent customer service.
Responsibilities:
Qualifications:
We offer a competitive salary, benefits package, and opportunities for growth and professional development. If you are passionate about providing excellent customer service and are looking for a challenging and rewarding opportunity, please apply today
Spectrum Commercial Insurance Brokers is an equal opportunity employer and welcomes applications from all qualified individuals.
