-
Client Manager
3 weeks ago
Allied Universal Independence, United StatesAllied Universal, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our com ...
-
Client-Management Specialist
3 weeks ago
NebulaWorks Medina, United StatesQuality, efficiency, and innovation are the strengths of MTU Maintenance. This globally operating company has become the world's largest independent maintainer of civil engines. The range of services offered by MTU Maintenance Hannover and its 2,500 employees includes repair and ...
-
Client Care Manager
6 days ago
Care Watch of Michigan Home Care Portage, United StatesWe at Carewatch of Michigan is an in-home care company that is looking for Home Health Aides that are independent, caring, and compassionate individuals. This position is a great way to make the lives of others easier by providing companionship, food prep, bathing, errands, and o ...
-
Sr. Client Manager; O500
2 weeks ago
Cigna Corporation Independence, United StatesResponsible for growing membership within existing accounts and for directly managing business relationships with client accounts. Ensures that systems and processes are in place to meet the needs of internal and external clients. Develops and implem Manager, Client, Healthcare, ...
-
Sr. Client Manager; O500
3 weeks ago
Cigna Independence, United StatesRole Summary · Responsible for growing membership within existing accounts and for directly managing business relationships with client accounts. Ensures that systems and processes are in place to meet the needs of internal and external clients. Develops and implements strategie ...
-
Client Manager
2 weeks ago
Helios Service Partners Cleveland, United StatesClient Managers will serve as the primary point of contact between our company and its clients. Your role is pivotal in building and maintaining strong, long-term relationships with clients, ensuring their needs are met and their expectations are exceeded. You will collaborate cl ...
-
Procurement Clerk
6 days ago
Terra Nova Group Valley View, OH, United States FreelanceValley View, OH - ARWA Personaldienstleistungen GmbH is a leading personnel service provider with a nationwide network of branches. · On behalf of our client, we are currently seeking motivated and dedicated employees as **Purchasing Clerk (m/f/d)** in **Pirna** to start as soon ...
-
Crimson Solutions Wilson's Mills, United StatesAs a consulting company for leading banks and asset managers, we are at the forefront with our clients when it comes to innovation, fresh ideas, and customized software. What do new technologies and the financial industry have in common? A lot, because for our clients, they are t ...
-
Accounting Clerk
6 days ago
Cascade Enterprises Seven Hills, OH, United States Freelance**We are looking for you (tax clerk or equivalent) for the position of Accounting Clerk (m/f/d) in part-time (20 to 30 hours/week) for our location in Essen, Seven Hills, OH**: · MCE CONSULT AG is a consulting company that provides services in the construction industry. With arou ...
-
Eclipse Enterprises Westlake, United StatesThe OHB Teledata GmbH is part of the OHB DIGITAL division and the OHB Group. In the field of process control technology, we have become one of the technology leaders in the transport sector. As a contribution to climate protection, our goal is to ensure the competitiveness of rai ...
-
Maintenance Technician
1 week ago
Associa Seven Lakes, United StatesAre you a skilled and dedicated maintenance professional looking to make a tangible impact on residential communities? Join Associa as a Maintenance Technician and contribute to the upkeep and functionality of our managed properties. We are seeking a reliable individual with a pa ...
-
Client Service Manager
2 weeks ago
Hylant Cleveland, United States· The Opportunity: · The Client Service Manager is responsible to provide a consistent platform of service and support to identified clients, handling or directing all day-to-day service needs while interacting in a consultative and collaborative way, along with the Hylant team ...
-
Client Service Manager
3 weeks ago
Fairport Wealth Cleveland, United StatesYour Future Team: · Fairport Wealth is a values-based, purpose-driven organization that inspires over 2000 families with comprehensive wealth management solutions. Headquartered in Cleveland, Ohio, we serve clients in six regional offices and are strengthened by the resources of ...
-
Client Solutions Manager
3 weeks ago
OpinionRoute LLC Cleveland, United StatesThe Opportunity · We're OpinionRoute. We empower researchers to deliver accurate survey insights using the industry's only true survey workflow operating system, supported by best-in-class managed services. · We believe that marketing research can be made easier through the harmo ...
-
Partner Assistant
6 days ago
Horizon Group Brecksville, OH, United States FreelancePartner Assistant (m/f/d) · **Hamburg** · Our client is a business law firm that places great value on a pleasant working atmosphere with an "open-door policy" and a respectful working environment. For their location in Hamburg, we are currently looking for a · **Partner Assistan ...
-
Financial Accountant
6 days ago
Neptune Enterprises Brecksville, OH, United States FreelanceAt PRIME HR Agency, our recruitment processes are carried out with the utmost dedication and professionalism, in line with our high quality standards. · We are currently seeking a Financial Accountant (m/f/d) for our partner, a leading outerwear company, in a permanent position i ...
-
Client Service Manager
3 weeks ago
Fairport Wealth Cleveland, United StatesYour Future Team: · Fairport Wealth is a values-based, purpose-driven organization that inspires over 2000 families with comprehensive wealth management solutions. Headquartered in Cleveland, Ohio, we serve clients in six regional offices and are strengthened by the resources of ...
-
Client Advisory Manager
1 week ago
Meaden & Moore Cleveland, United StatesClient Advisory Manager · Department: Client Accounting Services (CAS) · Employment Type: Full Time · Location: Cleveland, OH · Description · Overview of Firm: · Meaden & Moore is a leading CPA and business consulting firm that is a seven-time winner of The Plain Dealer's Top ...
-
Client Service Manager
6 days ago
Hylant Cleveland, United States· The Opportunity: · The Client Service Manager is responsible for supporting and collaborating with the sales and service team regarding client employee communication initiatives, client presentations and deliverables, carrier implementations, compliance and new client onboard ...
-
Client Service Manager
2 weeks ago
HighTower Advisors Cleveland, United StatesYour Future Team: · Fairport Wealth is a values-based, purpose-driven organization that inspires over 2000 families with comprehensive wealth management solutions. Headquartered in Cleveland, Ohio, we serve clients in six regional offices and are strengthened by the resources of ...
Personal Lines Client Manager - Independence, United States - The Fedeli Group
3 weeks ago
Description
The Personal Lines Client Manager provides assistance to producers and client executives in servicing new and renewal business. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, client executives and carrier representatives to deliver a superior client service experience.
REPORTS TO
Personal Lines Manager
CORE SKILLS
Ethical Conduct
Strategic Thinking
Decision Making
Communications Proficiency
Presentation Skills
Strong Computer Skills. Experience with Applied EPIC Agency Management System (preferred).
PRIMARY RESPONSIBILITIES
Prepare binder certificates, auto ID cards, automobile insurance cards, account summaries, endorsements, policies, lost policy release and account balance status as needed.
Prepare all invoice transactions including preparation of finance agreements.
Inform and educate clients regarding policy coverage changes, exclusions and other policy information.
Ability to work on carrier websites for rating/quoting and making change requests.
Maintain expiration log of existing assigned book of business.
Provide technical support to client executives and producers.
Adhere to all agency procedures and E&O guidelines.
Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, and request for changes, thank you cards, etc.
Participate in special projects and other duties assigned.
JOB REQUIREMENTS
High School diploma or GED
Minimum of at least 3 years of experience in similar position'
Active Ohio P&C license
Organized, demonstrated skills in effective written, listening and verbal communication
Possess persuasive communication skills in dealing with clients and associates
Knowledge of personal lines coverage
PREFERRED EDUCATION AND EXPERIENCE
B.S. degree
Advanced technical education in attainment of insurance related designations [CPCU, CIC, CISR]
SUPERVISORY RESPONSIBILITY
None
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. The employee must occasionally lift or move up to twenty-five pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
POSITION TYPE/EXPECTED HOURS OF WORK
Full Time Position - 40-hour work week
