Client Manager
Maury Donnelly & Parr Inc is a Best Practices Agency in Insurance, seeking a Client Manager for their Personal Lines team. This role is responsible for managing and coordinating all team accounts, with a focus on High Net Worth account management and a comprehensive understanding of the Florida P&C insurance market.
Responsibilities
- Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage
- Prepares final proposal presentation, analysis and summaries as needed
- Reviews endorsements for completion and accuracy
- Markets the account and reviews marketing placements
- Initiates and follows up on renewal applications
- Identifies cross/up selling opportunities
- Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage
- Responsible for making sure that all the terms and conditions of the insurance policies are properly prepared
- Tracks claims, flags claim-heavy accounts and incorrectly written accounts
- Responsible for agency billing according to service standard
- Performs other related duties as assigned by management
Skills
- Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience
- State Property and Casualty Insurance License
- Applied Systems: Epic Online Database software; Microsoft Office Suite
Benefits
- Paid maternity leave (after 1 year of work)
- Family health, vision, and dental benefits
- 401(k) plan with immediate vesting
- Hybrid telework arrangements available
- Many additional company perks
Company Overview