Ross & Yerger Insurance
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As a Commercial Lines Client Manager, you will manage the renewal process for assigned accounts, evaluate client needs, negotiate with carriers, prepare proposals, issue certificates of insurance, and maintain documentation. You will also assist in service issues and monitor carrier solvency.
As a Commercial Lines Client Representative, you will process insurance endorsements, prepare proposals, issue certificates of insurance, and handle client discrepancies, ensuring accuracy and timeliness. Additionally, you will assist in data entry and maintain good documentation while supporting the Client Managers in client renewals and premium finance agreements.
The Commercial Lines Marketing Client Manager collaborates with Producers to assess exposures and coverage needs for clients, focusing on Property & Casualty coverages. Responsibilities include market evaluation, coordinating with carriers, preparing proposals, and maintaining documentation while fostering client relationships.