Client Relationship Manager Commercial Lines

Position Overview

At J.G. Elliott Insurance in Scottsbluff, as the Client Relationship Manager you are the key facilitator between our valued clients and our insurance partner carriers. Our service team plays a vital role in ensuring clients receive the guidance and service needed to properly manage their insurance policies.

Key Responsibilities

• Manage the entire account-service process.
• Market to carriers.
• Prepare quotes and proposals.
• Assist with client presentations.
• Maintain renewal controls on expirations and binders.
• Coordinate premium financing and collection of premiums, as needed.
• Assist with retention of client accounts.
• Identify customer needs and provide recommendations while handling calls and emails with professionalism.
• Maintain client files within the agency’s automation system for proper documentation.
• Follow Company and Agency guidelines in marketing new business applications, renewals, and processing policy changes.
• Greet clients and prospective clients, determine their needs, and direct them to the appropriate office.
• Adhere to agency E&O guidelines.
• Assist producers and managers with special projects or requests.
• Participate in seminars and classes for skill and knowledge development.
• Maintain open communication with department and office personnel to foster teamwork and efficiency.
• Maintain audit, security, compliance and regulatory standards.
• Stay informed of changes in industry, procedures, and economic conditions.
• Assist with company functions and fill in for other departments as needed, including working on Saturdays and some holidays on a rotational basis.
• Assume other duties and responsibilities as requested.

Required Qualifications

• Must be a self-starter with strong verbal and written communication skills and a thorough understanding of commercial lines underwriting and coverage.
• Critical proofing skills are required.
• Proficient in keyboarding and computer skills; experience with Microsoft Word and Excel is essential.
• A minimum of 3 years’ experience in a similar position is desirable and must be licensed as per state requirements.
• Must be capable of maintaining the confidentiality of sensitive information and fostering harmonious working relationships with supervisors, co-workers, and customers.
• Physical requirements include light work involving occasional exertion of up to 20 pounds and frequent exertion of up to 10 pounds, as well as activities such as reaching, grasping, and other repetitive motions.
• Must be able to effectively use standard office machinery including computers, scanners, fax machines, copiers, and telephones.