Client Manager, Commercial Insurance

3 days ago Be among the first 25 applicantsProfessional Development Courses & Designations100% tuition reimbursement for business relevant courses and trainingOn-site Fitness FacilityA volunteer day to make a difference and give back to your communityVary days – including a day off for your birthdayPOSITION OVERVIEW:Jones DesLauriers is hiring for an experienced Client Manager, Commercial Transportation who is a knowledgeable expert advisor in commercial transportation insurance lines of business. The successful candidate will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.RESPONSIBILITIES:Responsible for managing a renewal book of businessWorks closely with Producers and other JDIMI staff on all aspects of client service, marketing, and renewal while adhering to JDIMI’s best practices and standard procedures.Maintain a persistently high-level retention rate on your Book of BusinessMaintain a retention rate of 95% or higher on your Book of BusinessSet clear expectations for clients and business partners by providing same day response timeIn collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clientsDevelop new business from existing accounts and assigned leads and contribute to meeting departmental production goals. Identify and follow-up on cross-selling opportunities when appropriateResponsible for the preparation of proposals for prospect and stewardship reviews for existing clientsManage account documentation (i.e., routine inquiries, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirementsMaintain up-to-date EPIC workflow documentation and ensure workflows are followedEnsure accurate and timely servicing and billing of accountsParticipate actively in cross-sell campaigns and other initiatives as requiredActively develop an increased knowledge of related insurance products and client needsMay participate in or conduct client meetings when necessaryParticipate in training and professional development courses to enhance skills and industry knowledgeMaintain positive working relationships with clients, staff, other JDIMI departments and officesOther duties as assignedREQUIREMENTS:Minimum 5 years of commercial transportation insurance experience requiredR.I.B.O. license requiredC.I.P. or C.A.I.B. designation(s) preferredSolid understanding of policy wordings/coveragesAbility to mentor others and proven negotiation skillsStrong attention to detail, time management, problem solving and analytical skillsAbility to be a self-starter with strong written and oral communication skills as well as organizational skillsAdvanced skills in Outlook, Excel, Word and EPICJones DesLauriers is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionAdministrative and Customer ServiceIndustriesInsurance #J-18808-Ljbffr