Client Manager - Marine / Personal Lines at Unison Risk Advisors

Miami Lakes, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Apr, 26

Salary

0.0

Posted On

15 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Oral Communication Skills, Written Communication Skills, Customer Relations, Organization, Project Management, Case Management, Presentation Skills, Time Management

Industry

Insurance

Description

Scope of Responsibilities Responsible for acting as primary contact between Yacht clients and insurance carriers, and retaining Yacht clients through good customer service. Market new business and renewals on yachts. Must have strong Yacht experience both client and Market. Location Can work within any NSI South Florida Office Location Responsibilities 1. Act as primary contact between client and/or producers and insurance carriers, and apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers. 2. Contact and visit assigned clients and/or producers within required time frames to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services. 3. Process new cases by requesting appropriate documentation from producers or clients as needed 4. Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update the computer system. 5. Coordinate application process with producers or clients as needed. 6. Prepare and provide price quotes for all new and existing clients as needed. 7. Quote, bind and underwrite all renewal applications and new business in a timely and accurate manner. 8. Issue endorsements for all client policy changes. 9. Answer client inquires as needed. 10. Process claims as needed. 11. Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers. 12. Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit. 13. Document all telephone inquiries and pertinent policy information on computer system. Skills Oral and Written Communication Skills Customer Relations Organization and Project/Case Management Presentation Skills Time Management Education/Training Bachelors Degree Preferred Experience Minimum of 5 years Personal Lines Experience Minimum of 3 years Yachts Experience Certifications/Licenses Property & Casualty 220 License a must

Responsibilities

The Client Manager is responsible for acting as the primary contact between Yacht clients and insurance carriers, ensuring good customer service and client retention. They will also market new business and renewals on yachts, requiring strong Yacht experience.