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Senior Client Manager, Commercial Lines
1 month ago
At Jones DesLauriers Insurance Management Inc., we are seeking an experienced Senior Client Manager, Commercial Lines to join our team. As a knowledgeable expert advisor in commercial insurance lines of business, you 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.
Key Responsibilities:- Manage a renewal book of business
- Work 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
- Coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
- Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals
- Manage 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 requirements
- Ensure accurate and timely servicing and billing of accounts
- Participate in training and professional development courses to enhance skills and industry knowledge
- Minimum 10 years of commercial insurance experience required
- O. license required
- Solid understanding of policy wordings/coverages
- Strong attention to detail, time management, problem solving and analytical skills
- Advanced skills in Outlook, Excel, Word and EPIC
Jones DesLauriers Insurance Management Inc. is actively committed to support diversity, equity, and inclusion. 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.
