Client Manager - Real Estate, Core Accounts

Essential Duties

and Responsibilities Account Management Provide day-to-day client management on a real estate book of business, primarily working with core business insurance 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 Review and roll renewal submissions or create Acord applications as directed by team Complete online rating with carriers as required for coverage placement as directed by team Prepare finance agreements with finance companies Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients.

Other

Duties and Responsibilities

Accept special assignments as directed by leader Support agency directives in effectively managing agency/carrier relationships Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems