Overview
Client Manager – Commercial Insurance Jobs in Vancouver, Canada at MMC Ventures
Essential Duties & Responsibilities
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Administratively support the Client Executives with the new and renewal process.
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Track renewals to ensure the process is started in a timely manner.
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Gather client information, current / renewal plan design and rate information, and historical claims experience data to submit for underwriting.
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Follow up with underwriters to confirm receipt of submission progress and identify additional information needed, if any.
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Update the Client Executives of the progress of the policy in moving toward a quote.
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Provide day to day client service with the development of new accounts and retention of existing business.
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Act as liaison for clients and carriers to research and resolve routine coverage, claim and administrative problems. Elevate unique or significant situations such as those involving E&O issues, contractual discrepancies and complex claims to the attention of the Client Executives and Client Managers.
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Respond to client and carrier questions in a timely manner, requesting assistance from others on the team if needed.
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Ensure the client data is accurate and current upon each renewal and throughout the policy period.
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Prepare files and other records needed in accordance with departmental policies and procedures.
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Responsible for reviewing insurance policy contracts, legal documents and other documents and correspondence for accuracy and to ensure that all material is issued properly.
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Maintain agency management systems.
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Exhibit clear and organized file maintenance according to procedure with comprehensive documentation of account issues.
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Maintain status reports as required.
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Develop and maintain good relationships with others on the team and within the department.
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Actively participate in department meetings and educational classes by sharing information and suggestions with others within the Department.
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Maintain the professional standards established by the Company when working with clients.
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All other duties as assigned.
Education and/or Experience
A service oriented individual with high personal standards and a hands-on work style is required for this position, as well as the ability to manage multiple tasks and deadlines, and adjusting priorities. A positive and approachable demeanor is needed to effectively interact with a large group of internal associates and external clients. In addition, the following is required:
- Successful work history to include a minimum of 3 years experience in a professional office setting with a history of progressively greater responsibility for making administrative / procedural decisions and judgments is required. Preferably this experience will be with a carrier or brokerage with job tasks directly related to the above responsibilities.
- Secondary education such as associate or bachelor degree preferred.
- Must attain and/or maintain a valid unrestricted California Property & Casualty license and meet continuing education requirements.
- Must acquire and maintain strong technical Property & Casualty skills to include multiple insurance carrier rating, policy issuance and management information systems.
- Intermediate proficiency with MS Word and Excel as well as ability to operate standard office equipment – telephone, copier, fax and personal computer.
- Demonstrated ability to think logically in solving problems and present results neatly, with clarity and precision in oral and written form.
- Must have strong written and verbal communication skills.
Work Environment & Physical Demands
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
- Work is performed in a typical interior/office work environment.
The applicable base salary range for this role is $64,700 to $120,400.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
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Title: Client Manager – Commercial Insurance
Company: MMC Ventures
Location: Vancouver, Canada
Category:
