Client Relationship Manager - Life, Health, & Commercial

Client Relationship Manager –Life, Health, & Commercial

J.G. Elliott Insurance- Scottsbluff, NE 

JOB SUMMARY:

Process and service new and existing book of life, health, & commercial clients. Assist in achievement of commercial and benefit department goals and retention.

RESPONSIBILITIES:

Essential Functions

1. Assist with questions and issues arising with clients included but not limited to providing materials, ID cards, etc.
2. Process new enrollments and terminations for clients.
3. Receive phone calls from clients looking for service on current policies and collecting information for future policies.
4. Provide assistance in record keeping through updates to management system of all changes, amendments, etc.
5. Process and prepare sales presentations and packets for sales meetings.
6. Review and provide support for renewals. Including but not limited to managing surveys, tracking rewrites, proofing applications, requesting proposals.
7. Greet clients and prospective clients extending courtesy, kindness, determine their needs, and direct them to the proper office.
8. Receive, respond and direct incoming calls promptly and professionally. Taking messages when needed.
9. Monitor renewal, expiration and cancellation lists.
10. Be familiar with and follow agency E&O guidelines.
11. Maintain electronic and/or paper files in an orderly, up-to-date manner according to agency procedures.
12. Assist account executives, producers and managers with any special projects or requests.
13. Participate in seminars and classes for skill and knowledge development.
14. Maintain all client activity in the agency automation system.
15. Maintain open communication with department and office personnel to build teamwork and efficiency.
16. Other duties as assigned.

REQUIREMENTS:

Minimum Qualifications:

1. Must be a self-starter, imaginative and creative with good communication skills both verbal and written. Preferably with insurance background.
2. Critical proofing is required.
3. Must be efficient with the following machines computer, fax, copier, and telephone.
4. Must have keyboarding and computer skills. Microsoft Word & Excel required.
5. Minimum 3 years’ experience in similar position is desirable. Must be licensed per state requirements.
6. Must be capable of working with and maintaining the confidentiality of sensitive information.

Physical Requirements:

Light Work - exerting up to 20 pounds of force occasionally, and/up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Reaching, grasping, repetitive motions, stooping, crouching, standing, walking, lifting, climbing, kneeling, talking, hearing, pulling, pushing, thinking, concentrating and interacting with others.  You should be capable of performing in a reasonable

manner, with or without reasonable accommodation, the activities involved in this job.  A description of the activities involved in this job are listed above.

Note:  The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.