Client Manager Personal Insurance
CurrentAct as primary contact between client and/or producers and insurance carriers. Apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients.Contact and visit assigned clients and/or producers to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services.Prepare and provide price quotes for all new and existing clientsQuote, bind and underwrite all renewal applications and new business.Issue endorsements for all client policy changes.Process claims. Provide direction to assistants in processing of claims.Prepare all pertinent information, required documentation and correspondence to set up permanent customer files and update Account Management System (AMS).Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers. Process payments for new and renewal business. Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit.Schedule and hold renewal meetings with clients and/or producers.Update principals on renewal results.