Client Manager - Core Accounts, General Focus

Job description

Description Essential Duties and Responsibilities: Account Management: - Provide day-to-day client management for core business accounts. - Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions). - Process incoming mail (postal, email and/or faxes) for the team and distribute to team - Process cancellation notices/non-payment issues - Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery - Deliver policies as directed by Producer - Request and prepare policy endorsements - Issue certificates of insurance and deliver special handling certificates - Process client monthly reports - Process premium audits and deliver disputed audits - Follow agency procedures for client management system New/Renewal Marketing: - Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures - Review expiration checklist and manage workflow per Commercial Lines Service Standards - Work with team to coordinate market ready submissions including specialty applications - Rev...