The Role
Evaluate commercial exposures, loss experience, and coverage needs; prepare thorough submissions to carriers; negotiate coverage and pricing; maintain marketing files and agency systems; support producers and management on research, proposals, and client meetings.
Summary Generated by Built In
As a Commercial Lines Marketing Client Manager, you will work with Producers in the evaluation of exposures, loss experience, and coverage needs for prospective clients. Your extensive knowledge in Property & Casualty coverages will be crucial when identifying and selecting appropriate markets for new and renewal business opportunities as well as when preparing high quality, thorough submissions for carriers and underwriters.
Duties and Responsibilities
About Ross & Yerger
Since 1860, Ross & Yerger, a Top 100 Independent Insurance Agency headquartered in Jackson, MS, has had an unwavering commitment to meeting the needs of its employees, clients, and community. As a perennial “Best Place to Work” organization and one of Mississippi’s healthiest workplaces, we nurture a culture of continuous learning, professional development, and career advancement. It’s in that spirit that we also share profits and ownership with all employees through our ESOP plan in addition to offering tremendous benefits including competitive compensation, comprehensive health and welfare benefits, continuing education reimbursement and generous Paid Time Off.
Duties and Responsibilities
- 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.
- 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.
About Ross & Yerger
Since 1860, Ross & Yerger, a Top 100 Independent Insurance Agency headquartered in Jackson, MS, has had an unwavering commitment to meeting the needs of its employees, clients, and community. As a perennial “Best Place to Work” organization and one of Mississippi’s healthiest workplaces, we nurture a culture of continuous learning, professional development, and career advancement. It’s in that spirit that we also share profits and ownership with all employees through our ESOP plan in addition to offering tremendous benefits including competitive compensation, comprehensive health and welfare benefits, continuing education reimbursement and generous Paid Time Off.
Skills Required
- 4-5 years Property & Casualty insurance experience
- Analytical skills for evaluating exposures, controls, loss experience and coverage gaps
- Effective oral and written communication skills
- Good interpersonal skills, customer focus, ability to work on a team
- Competitive spirit
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The Company
What We Do
We believe people can achieve extraordinary things with the right support. Since 1860, Ross & Yerger has insured our clients' dreams, making an impact that goes beyond a policy. As an employee-owned independent agency, our teams have an unwavering commitment to meeting your needs first, not those of stockholders or investors. When you partner with Ross & Yerger, our team will be there, helping you in your time of need..
