What are the responsibilities and job description for the Commercial Lines Marketing Client Manager position at Ross & Yerger Insurance, Inc.?
As a Commercial Lines Marketing Client Manager, you will work with Producers in the evaluation of exposures, loss experience, and coverage needs for prospective clients. Your extensive knowledge in Property & Casualty coverages will be crucial when identifying and selecting appropriate markets for new and renewal business opportunities as well as when preparing high quality, thorough submissions for carriers and underwriters.
Duties And Responsibilities
Note: This job description is not all-inclusive and may be supplemented as business conditions change.
Duties And Responsibilities
- Stay informed about the latest developments in industry and market trends
- Serve as a resource to clients and other staff members in these areas.
- Coordinate and meet with carriers during their visit to our office. Keep all other employees informed of meeting and decide who needs to participate. From time-to-time carrier relationship development might require dinner meetings, social functions, and travel.
- Research new carrier opportunities and develop relationships with our current carrier contacts.
- Assist Producers and Management with research and development of niche opportunities.
- Negotiate with carriers to secure broad coverages and competitive pricing for new business
- Prepare proposals, binders, and invoices. Confirm policies are issued per marketing instructions and account is set up correctly in agency management systems per agency guidelines
- Participate in prospecting or proposal meeting with producers.
- Maintain documentation through marketing files and agency management system
- Provide support to the department manager with any project or task that needs completing.
- Contribute a positive, respectful, pleasant work environment.
- 4-5 years Property & Casualty insurance experience.
- Good analytical skills for evaluating exposures, controls, loss experience and coverage gaps.
- The ability to effectively communicate both orally and in writing.
- Good interpersonal skills, customer focus and ability to work as part of a team.
- Competitive spirit.
Note: This job description is not all-inclusive and may be supplemented as business conditions change.