Client Manager (Commercial Lines)
Company: Lovitt & Touche, Inc.
Location: Tempe
Posted on: June 17, 2022
Job Description:
Position OverviewThe Client Manager position is responsible for
proactively managing the overall workflow for the books of business
assigned to them. Account Managers handle all lines of commercial
insurance for their accounts and serve as the main contact for the
clients.Principal Duties and Responsibilities
- Main point of contact for the client - addresses general
questions, provides guidance on appropriate coverage changes and/or
contractual requirements, informs/educates client on exclusions and
exposures, prepares binders prior to expiration date, and resolves
accounting discrepancies
- Maintain contact and collaborate with internal (Sales
Executives, Department Heads, Marketing personnel, Claims
personnel, Accounting personnel, Loss Control personnel) and
external (Clients and Insurance Companies) parties
- Plan, prioritize and complete day-to-day workload taking into
account new business, renewal business and day-to-day service
responsibilities for the accounts assigned in a timely manner
ensuring internal/external deadlines are met
- Determine and coordinate the new/renewal marketing strategy for
assigned clients, where applicable
- Review and update applications and general information
(attachments, activities, follow-up) into the agency management
system for assigned books of business
- Process, delegate and/or oversee audits, cancellation notices,
endorsements, certificates and policy checking
- Conduct all business in accordance with established policies
and procedures
- May attend client meetings on or off site on occasion
- Other duties as assignedJob Requirements:Required:
- High School Diploma or GED
- 3-5 years in commercial lines insurance
- Licensed in Arizona Property/Casualty (or ability to transfer
existing license)
- Ability to effectively communicate, both written and verbally,
to internal and external parties
- Excellent time management, organizational and multi-tasking
skills with high attention to detail
- Ability to build and maintain effective relationships with
clients, carriers and peers
- Ability to work independently and in cross-functional
teams
- Proficiency in Microsoft Office Products (Outlook, Word, Excel,
Power Point)Preferred:
- Some college or technical training in related discipline
- CIC, CPCU, CRM, CISR designations
- Previous Sagitta and ImageRight experienceWorking Environment
- Work is performed indoors in a climate controlled office
environment
- General technology as it relates to office administration
- Regular business hours with additional hours required during
certain periods
- Occasional travel to client sitesNote: This job is not eligible
for remote working from Colorado
Keywords: Lovitt & Touche, Inc., Tempe , Client Manager (Commercial Lines), Executive , Tempe, Arizona
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