Commercial Lines Marketing Client Manager

• Stay informed about the latest developments in industry and market trends
• Serve as a resource to clients and other staff members in these areas.
• Coordinate and meet with carriers during their visit to our office. Keep all other employees informed of meeting and decide who needs to participate. From time-to-time carrier relationship development might require dinner meetings, social functions, and travel.
• Research new carrier opportunities and develop relationships with our current carrier contacts.
• Assist Producers and Management with research and development of niche opportunities.
• Negotiate with carriers to secure broad coverages and competitive pricing for new business
• Prepare proposals, binders, and invoices. Confirm policies are issued per marketing instructions and account is set up correctly in agency management systems per agency guidelines
• Participate in prospecting or proposal meeting with producers.
• Maintain documentation through marketing files and agency management system
• Provide support to the department manager with any project or task that needs completing.
• Contribute a positive, respectful, pleasant work environment.

Requirements

• 4-5 years Property & Casualty insurance experience.
• Good analytical skills for evaluating exposures, controls, loss experience and coverage gaps.
• The ability to effectively communicate both orally and in writing.
• Good interpersonal skills, customer focus and ability to work as part of a team.
• Competitive spirit.

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