1 Financial Institutions Client Manager Job in Jackson, MS
Ross & Yerger Insurance is Hiring a Financial Institutions Client Manager Near Jackson, MS
- 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
- 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.
Job Summary
Full Time
Insurance
$84k-116k (estimate)
04/11/2024
07/08/2024
rossandyerger.com
TUPELO, MS
100 - 200
1860
PAUL MIZE
$10M - $50M
Insurance
Related Companies
About Ross & Yerger Insurance
For over 160 years, Ross & Yerger has been a reliable source for our clients, earning a reputation as an insurance firm that honors a commitment to give customers the same kind of service and attention we desire for ourselves. That attitude has helped us become more than just a firm providing insurance - we think of ourselves as an extension of our client's staffs, a partner who looks out for their best interests. We are dedicated to your success through our commitment to understanding your business and industry needs.
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