What are the responsibilities and job description for the Assistant Client Manager position at The Fedeli Group?
Position Description
Provide assistance and support to Client Manager(s) in servicing new and renewal business. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, account executives, account managers and carrier representatives to deliver a superior client service experience.
Reports To
Client Executive—Team Leader
Essential Functions
- Obtain Ohio Property & Casualty Insurance License within 90 days of hire
- Adhere to all agency procedures and E&O guidelines.
- Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, emails, and request for changes, etc.
- Provide technical support to client managers, client executives and producers.
- Participate in special projects and other duties assigned.
- Prepare binders, certificates, auto identification cards, endorsements, policies, and lost policy release, as needed.
- Prepare invoice transactions including preparation of finance agreements.
- Preparation of insurance summaries
- Assist client managers, client executives and producers to prepare submissions for renewal business within 90-120 of policy expiration.
- Check new and renewal policies, endorsements and audits for accuracy and rating, typing, coverages and forms.
- Assist Client Manager in maintaining his/her expiration log of existing book of business.
- Exhibits proficiency in using the agency management system, per TFG’s written workflows.
Competencies
- Ethical Conduct
- Strong Computer Skills
- Strategic Thinking
- Decision Making
- Communications Proficiency
- Presentation Skills
Supervisory Responsibility
None
Work Environment
Flexibility for hybrid work schedule.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Position Type / Expected Hours of Work
Full Time Position – 40-hour work week
Travel
Travel is minimal, although some out-of-area and overnight travel may be expected
Required Education & Experience
- High School diploma or GED
Preferred Education & Experience
- Bachelor’s Degree
- Experience using Applied EPIC agency management system
- Active Ohio P&C license or Pending
- Development of knowledge of commercial lines coverage
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.