23 Insurance Client Manager Jobs in Hartford, CT
Clements Worldwide is Hiring an Insurance Client Manager Near Hartford, CT
- 3 years experience in a Commercial Insurance (CI) Account Management role
- have an active license in Property and Casualty (P&C) in at least one state
- willingness to get a Life and Health (L&H) license within 90 days of hire if not already obtained
- if approved for fully remote work, ability to be in the DC office once a quarter
- if approved for hybrid work, ability to be in the DC office two days each week
- proficiency in Microsoft Office suite of products (specifically Excel and Outlook)
- legal authorization to work in the United States
- serve as a partner, client contact and respond to their needs in a timely and professional manner to improve the client experience
- resolve billing issues, make policy changes, issue certificates of insurance while using multiple systems, agency standards and workflows
- manage the renewal process to include submissions of policy applications, obtaining quotations, checking policies for accuracy, agency bill invoicing, review of renewal terms and conditions
- ensure maximum retention of assigned accounts and keep accurate and detailed records of lost accounts
- understand and adapt to the uniquely combined carrier and agency mentality of our business model
- maintain up to date account status of activities, booked, and to-be booked policies to provide management on a weekly basis
- respond to client inquiries via phone, email, and in-person meetings while demonstrating the highest level of client service and professionalism
- partner with Commercial Insurance (CI) Sales Executives, Producers and Business Developers to provide organizational and technical support
- complete monthly, quarterly, or annual audits in a timely fashion per the terms set forth by underwriting (Policy specific)
- visually participate in client meetings and attend to client needs on camera, depending on the client and Insurance Producer these meetings are mainly for renewal meetings, general touchpoints, normally producer lead and provide support as an Account Manager
- manage all endorsement processing and claims facilitation as needed, ie. submit health insurance census changes to carrier, add and remove auto policies, determining coverage gaps through contract reviews, and any other type of account managing in the Commercial Insurance department
- provide high-level service to clients using a consultative approach and relationship building such as client visits, timely inquiry responses, utilization of product knowledge, and participation in client meetings
- utilize and maintain the agency management systems per the department’s Standard Operating Procedures (SOP) to provide an excellent client experience and prevent Error and Omission (E&O) incidents
- travel both domestically and internationally when needed
- maintain your Property & Casualty (P&C) and if needed Life and Health (L&H) in at least one state with the wiliness to be licensed in other states as needed for compliance purposes (paid by Clements Worldwide)
- follow established protocols and policies established by your department, Human Resources or any department in which guidelines must be met
- other responsibilities and duties may be assigned depending on department need
- Comprehensive health, dental, vision, and prescription care
- Annually front-loaded paid time off with unlimited rollover
- Paid birthday holiday!
- 3 mental health days
- 10 paid company holidays
- 401K: 100% matching up to 5%
- 100% paid parental leave
- "Dress for Your Day" dress code
- Education assistance program: licenses, certifications, and continuing education
- Life insurance: 1.5 times your annual salary
- Short-term and long-term disability insurance
- Flexible Spending Accounts
- Company paid HRA
Job Summary
Full Time
Print & Book Publishing
$92k-123k (estimate)
04/26/2023
05/14/2024
clements.com
WASHINGTON, DC
100 - 200
2013
KATHARINE WEYMOUTH
$10M - $50M
Print & Book Publishing
Related Companies
About Clements Worldwide
Who are we? One Legacy Pty Ltd is a consultancy, strategic design and key note speaking service dedicated to increasing confidence, success, strategic thinking and resilience in all people, young and not-so-young. Since 2013, we have been helping business, individuals, school kids and charities reach their potential and unlock simple solutions to complex problems. What are we here for? One Legacy's Mission is to change the world mindset by mindset, and in doing so promote equity, empowerment and ethics. Our mantra is EDUCATION AND AWARENESS = EMPOWERMENT AND SOLUTIONS. Our Commitment to Commun...ity The founder of One Legacy, Chandra Clements, is an Australia Day Young Citizen Award recipient, has received awards for her work with the Cerebral Palsy Foundation and the Red Cross, happily donates her time to children's, women's and NFP group across the globe, and is committed to supporting groups such as Probus and the Lions Club who she claims were instrumental in her business and career success. Most recently Chandra has taken to the world of book publishing to try and help solve global challenges facing vulnerable people. She has a passion to increase this line of work in the coming years - watch this space!
More
Show less
Similar Jobs
Popular Articles
