P&C - Assistant Client Manager

Company: Alera Group
Location: Scottsdale
Posted on: March 12, 2023

Job Description:

Schwartz Insurance - is seeking an Assistant -Client Manager to join their team. - - -Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? - Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? - -If that is what you're looking for, this is your chance to be part of an amazing organization! -Benefit Commerce Group, an Alera Group Company and is one of the leading employee benefits agencies in Arizona. - The team at BCG strives to provide business clients with the most innovative and cost-effective solutions for employee benefit programs. - We harness the power of national resources, local relationships, and more than 30 years of experience to transform strategies and best practices into results that help our clients control their benefit programs. -As a P&C Assistant Client Manager -your primary responsibility is to serve as the day-to-day service assistant on a book of business under the direction of the assigned Commercial Lines Account Manager and other team members as to maintain a prominent level of client and internal team satisfaction. Which will result in high retention rates and growth of the assigned book of business. -This position must demonstrate good judgment and be able to address all types of customer service issues with decisiveness. - In this position, successful candidates need to have adaptability, attention to detail, initiative, and strong listening/communication skills to work in a team-based environment. - This position works very closely with CL AM and other agency staff to support, maintain, and grow the organization.
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• Direct Support to Commercial Lines Account Manger on the existing book of business and new business opportunities
• Check new and renewal policies for accuracy in rating, typing, forms, coverage, signatures, etc. Update management system accordingly. Ensure these items are delivered to the client in a timely manner, with the Support of Account Manager and ResourcePro
• Process Change Requests
• Process Endorsements and any applicable invoices as a result
• Process Audits and any applicable invoices as a result
• Mange daily Carrier Document notifications, pull documents from carrier websites. Handle/Process the documents where applicable. Set up workflow/distribution of those documents amongst the team as needed.
• Issue Proofs - Certificate, Evidence, Auto ID Cards
• Review basic lease and other contracts for insurance terms and verify compliance with existing insurance program, with the help of the AM. Help identify recommendations for changes to ensure compliance between insurance program and contract.
• Assist with claims - help obtain claim information, report, and follow up with the carriers and clients to ensure handled and closed in a timely manner with the support of AM and Resource Pro.
• Assist CL AM in handling and processing new and renewal commercial lines business as instructed, as needed.
• Collaborate directly with clients, as needed, by phone, electronic platforms or in person in a professional manner to manage service needs.
• Order Loss History Reports and other claim data reports as needed - prepare summaries as needed.
• Perform Agency and Direct Billing Activities as applies to policy transactions on client accounts.
• Premium Finance Contract - create contracts as needed through finance co websites and assist AM in execution as needed.
• Provide online carrier website and rating support for new, renewal and changes, as needed.
• Help identify cross-selling and account rounding opportunities with current clients, as the opportunity presents itself in the daily service of the account.
• Assist AM in receivable collections as you do your daily work on accounts.
• Assist AM with check requests for client refunds, carrier premium payments as needed.
• Other duties as assigned.
  
  • 2+ years of Commercial Property & Casualty Insurance experience.
  • Experience with Management Lines of business (D&O, EPLI, Professional, Cyber) is a plus.
  • P&C License required.
  • Continuing Insurance Education activities are viewed favorably.
  • Proficient with Microsoft Office products, including Outlook, Word, and Excel
  • Experience with Applied EPIC and other integrated platforms such as INDIO is preferred, though not required
  • Ability to Multitask, Delegate and Manage workloads and meet deadlines
  • Be responsible, organized and a self-starter.Education and Certifications:
    • High School Diploma or Equivalent
    • Bachelor's degree or equivalent experience encouraged.
    • License in Property & Casualty Insurance
    • Industry Specific Education & Designations Encouraged
      We're an -equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. -If you're a California resident, please read the -California Consumer Privacy Act -prior to applying. -#pandoIQPandoLogic. Keywords: Client Services Manager, Location: Scottsdale, AZ - 85258

Keywords: Alera Group, Scottsdale , P&C - Assistant Client Manager, Executive , Scottsdale, Arizona