
Website SUI, Inc
Summary
The Client Manager is responsible for assisting the sales team meet growth and profit goals by providing exemplary support and developing/maintaining positive business relationships with retailers, carriers and co-workers.
Duties and Responsibilities
- Foster and maintain good working relationships with customers by providing excellent service.
- Work independently with the most complex clients and accounts.
- Prepare new and renewal account information and thoroughly document automated systems in order for the Sales team to make sound business decisions.
- Process new business, renewals, endorsements and cancellations including requests to bind coverage and requesting supporting documents from retail agents and clients.
- Process and deliver submissions to selected carriers based on underwriting guidelines.
- Follow-up with retail agents as needed to ensure accounts are bound and complete.
- Review policies, endorsements, and other account activity for accuracy.
- Provides guidance and mentoring to less experienced client/account representatives to help develop skills and knowledge.
- Understand and adhere to federal and state guidelines and regulations.
- Maintain a good working knowledge of the insurance industry through continuing education, self-study, and seminar attendance.
- Other duties and projects as assigned.
Qualifications
- Bachelor’s degree in business and two years of related experience, or equivalent combination of education and experience
- Industry certifications or designations strongly preferred
Why choose us?
- Competitive Base Salary
- Discretionary Time Off
- Casual Dress Code
- Development Opportunities
- Tuition Assistance
- Company 401(k) match
EOE – qualified veterans and minorities are encouraged to apply
Please be aware of job scams. Steamboat Group will not make offers without interviewing candidates and we will not ask for personal information until an offer is made.
https://www.indeed.com/career-advice/finding-a-job/how-to-know-if-a-job-is-a-scam
To apply for this job email your details to mmccullough@steamboatis.com