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    Financial Institutions Client Manager - Jackson, United States - Ross & Yerger Insurance, Inc.

    Ross & Yerger Insurance, Inc.
    Ross & Yerger Insurance, Inc. Jackson, United States

    2 weeks ago

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    Description

    Job Description

    Job DescriptionMajor Duties and Responsibilities
    • Manage real estate loan insurance programs and tax tracking programs.
    • Annual on-site client visits with the appropriate management to further institutionalize Ross & Yerger (R&Y) to the client.
    • Create/prepare presentations for on-site client visits to review current products and production statistics, recommend broader coverages, and present opportunities for new products.
    • Work with producers when appropriate to make proposals for new business and demonstrate the R&Y commitment to provide sales support.
    • Assist with creating/preparing effective proposals for producers to use for new/renewal business. When needed, accompany producers when making proposal presentations.
    • Manage the renewal process for clients' policies, including marketing (as needed) and placement.
    • Negotiate with broker partners/carriers to secure broad coverage and competitive pricing and terms for existing clients.
    • Enter new policies and renew policies in the R&Y agency system. Manage policy periods for correct premium and revenue postings.
    • Maintain the Financial Institutions property spreadsheet with new and renewal policy information, policy rate and coverage adjustments, and client changes and acquisitions.
    • Communicate with broker partners on new and existing clients regarding applications, proposals, master policies, client training, and ongoing questions and trouble shooting
    Requirements
    • The ability to travel by automobile to annual client visits and to prospects on an "as needed" basis.
    • Demonstrate a good appearance, great attitude, a sense of cooperation and possess real estate lending and/or insurance experience.
    • Possess exceptional people skills for interacting with a variety of personalities at executive, middle management, and entry level positions at banks and credit unions to develop relationships.
    • The ability to provide excellent servicing of R&Y products that exceeds our clients' expectations.
    • Possess problem solving skills to achieve exceptional results regardless of the obstacles.
    • Possess excellent organizational skills to organize and structure a travel schedule, manage daily emails and follow ups, participate in conference/video calls, and engage in conversations with clients, broker partners, and the R&Y team.

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