Client Service Manager- Hybrid or Remote

Client Service Manager- Hybrid or Remote

• Manage a Book of Business with a heavy concentration in car dealerships.
• Collaborate with producer to develop an insurance program that will adequately respond to the client’s total risk management needs.
• Assist Producer in servicing and re-marketing existing accounts for commercial lines.
• Keep producer informed regarding client issues.
• Visit clients outside the office with the producer if needed.
• Coordinate with the producer to obtain renewal information. Maintain expiration control log.
• Act as a liaison between client and carrier by collecting detailed risk and underwriting information, including loss history, from client and communicating the information to the carrier.
• Work closely with company underwriters in negotiating sales and service related items on behalf of the client.
• Develop and maintain professional relationships with company representatives and underwriters.
• Cross-sell and round out existing accounts within assigned Book of Business.
• Determine premiums and prepare proposals for clients.
• Prepare coverage comparisons as needed.
• Issue binders, extensions and certificates as needed with assistance from dedicated CSR.
• Maintain all underwriting, marketing, applications and other information essential for documentation purposes.
• Review incoming mail, route appropriate items to dedicated CSR for processing and prioritize daily workflow.
• Check new and renewal policies for accuracy in rating, typing, coverage, signatures. Process transactions to generate billing invoices and prepare premium finance contracts with assistance from CSR.
• Interpret policy provisions to determine methods of effecting desired changes, type of insurance, or change in method of payment.

For immediate consideration, please email your resume in a Word document to jeff@ceinsurance.com.