Client Manager responsible for maintaining commercial client accounts and managing relationships with insurance companies. Ensuring accurate documentation and proper communication within the agency and clients.
Responsibilities
Maintain client files in Agency Management System accurately and consistently
Compose professional business correspondence
Monitor claims as outlined by agency procedures
Provide guidance and assistance to the insured in coordination with claims
Attend client meetings with the Advisor or Director Risk Management
Requirements
3+ years of experience in a Commercial Account Manager role
Obtain and maintain a state insurance license(s)
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
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