What are the responsibilities and job description for the Client Manager position at The Fedeli Group?
Position Description
Provide assistance to Producers and Client Executives in servicing new and renewal business. Promptly and professionally assist clients with daily service needs. Regular interaction with Producers, Client Executives, and carrier representatives to deliver a superior client service experience.
Reports To
Client Executive — Commercial Lines Team Leader
Essential Functions
- Has ultimate responsibility for the timely and accurate completion of the following: prepare binders, certificates, auto identification cards, endorsements, audits, policies, lost policy release, and account balance status as needed.
- Has ultimate responsibility for the timely and accurate completion of preparing all invoice transactions including preparation of premium finance agreements.
- Assist the Client Executive with informing and educating clients regarding policy coverage, changes, exclusions, and other important policy information.
- Preparation of insurance summaries.
- Assist the Client Executive and/or Producer in contacting clients to obtain updated renewal information and completing application for renewal business within 90-120 of policy expiration.
- Assist the Client Executive with the overall marketing process (strategy, arranging submission, negotiating, reviewing quote options, and developing appropriate presentation documents).
- Maintain expiration log of existing assigned book of business.
- Assist the Producer and Client Executive in placing new business.
- Exhibits proficiency in using the agency management system (Epic), per TFG’s written workflows.
- Adhere to all agency procedures and E&O guidelines.
- Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, and requests for changes, thank you cards, etc.
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
- Minimum of at least 5 years of experience in a similar position
- Active Ohio and/or Illinois P&C license
- Knowledge of commercial lines coverage
Preferred Education & Experience
- Bachelor’s Degree
- Experience using Applied EPIC agency management system
- Advanced technical education in attainment of insurance related designations (CPCU, CIC, CISR, etc.)
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.