Client Manager - Senior Living Focus na Christensen Group Inc

Description

Essential Duties and Responsibilities

Account Management

· Provide day-to-day client management on a book of business that primarily focuses on senior living 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

Requirements

· At least 5+ years of Business Insurance customer service experience (required). 

· Experience with working on books of business that primarily focus on senior living (required).

· Experience with online quoting and overall knowledge of the commercial insurance marketplace (required).

· Ability to work in a team setting (required).

· Detail-oriented (required).

· Ability to organize and prioritize work responsibilities (required).

· Excellent communication skills – verbal and written (required).

· Active Resident Property and Casualty insurance license (required).

· Epic experience (preferred).

· Microsoft Office experience, specifically Word and Excel (preferred)

· Ability to navigate insurance carrier websites (preferred).