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Commercial Lines Sr. Client Manager
Commercial Lines Sr. Client ManagerZander Insurance Agency • Nashville, TN, US
Commercial Lines Sr. Client Manager

Commercial Lines Sr. Client Manager

Zander Insurance Agency • Nashville, TN, US
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Job Description

Job Description

We are seeking a Commercial Lines Sr. Client Manager. The ideal candidate will have a strong background in Commercial Property / Casualty products and workflow.

Total Compensation : Up to and over $100,000.00

Your work at Zander can change lives, including yours! This wouldn't be just another job, nor just another career path. Zander Insurance is a vehicle for personal and financial growth via our belief that every employee should share in the success of the agency by supporting an ownership mindset via our 'Employee Stock Ownership Plan'. When you join Zander Insurance, you automatically begin investing in your future (without having to purchase shares) since shares are awarded for simply being a team member. We are 49% employee owned, many of whose shares are valued at over $1M. Are you ready to become an owner and change your life?

In this role, you'll assist existing clients in securing and maintaining the protections they need for their business. You will be the primary person communicating with these clients as their advocate and perform essential duties to assure that our clients receive prompt and professional attention for all of their needs throughout the year.

YOUR ROLE :

  • Interact with all clients, carriers and vendors according to the Zander Four Pillars of Customer Service (Anticipate, Educate, Empathize, Own).
  • Utilizing industry experience and knowledge, provide comprehensive client support handling day to day service tasks such as issuing client certificates, handling endorsement requests, managing payments and billing inquiries.
  • The timely handling of all aspects of renewals, to include gathering up-to-date coverage and exposure information, preparing renewal submissions, marketing the renewals with qualified carriers, and presenting the renewals to clients, ensuring clients maintain continuous coverage.
  • Effectively manage and apply problem solving techniques to various issues concerning cancellations, loss of coverage, claims, audits, receivables, carrier issues and other challenging renewal scenarios.
  • Review all applications, policies, endorsements, and audits for accuracy.
  • Review client policies along with other team members to identify risk and exposure, advise on the proper values for the client's assets, and recommend appropriate and cost-effective solutions.
  • Build and maintain a positive relationship with clients, carriers, vendors and team members, displaying strong communication, interpersonal and organizational skills.

WHAT WE HAVE TO OFFER :

  • Competitive industry-leading compensation including base salary plus bonuses.
  • ESOP Shares in addition to this compensation via our Employee Stock Ownership Plan.
  • Profit Distribution Bonus paid monthly.
  • Telecommuting on a hybrid schedule.
  • Medical and dental insurance paid 100% by Zander.
  • Medical plans with generous company contributions into your HSA.
  • All leads provided (no cold-calling or prospecting).
  • 5% dollar-for-dollar matching on your 401(k)
  • 3 weeks of paid time off plus holidays.
  • Growth and leadership opportunities – we promote from within.
  • Meaningful work protecting families.
  • And much more!
  • MINIMUM POSITION QUALIFICATIONS :

  • Property and Casualty license required.
  • Three plus years of direct Commercial Lines experience.
  • Comprehensive knowledge of Property and Casualty insurance plans, markets, and carriers.
  • Ability to communicate complex rules to clients to achieve understanding and facilitate decision making.
  • Significant experience with Agency Mgt Systems (Applied EPIC preferred).
  • Demonstrated proficiency in Microsoft Office software products.
  • High School Diploma or equivalent.
  • Typing 45 words per minute.
  • Demonstrated experience in the following :
  • Managing multiple concurrent projects with shifting priorities.
  • Strong written and verbal communication skills.
  • Excellent analytical skills.
  • Working in a fast-paced, team-oriented, and deadline-oriented environment.
  • ESSENTIAL FUNCTIONS :

    These essential functions are representative of those that must be met by an employee to successfully perform the physical aspects of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.

  • Use of office equipment including personal computer, multiple screens, printer, fax machine, scanner and telephone;
  • The employee is occasionally required to use hands and fingers to operate, handle, and reach;
  • Specific vision abilities required by this job include close vision and the ability to adjust focus;
  • Communicate effectively in English, writing and verbally in person, via email, video meetings and telephone;
  • Communicate effectively via telephone for extended periods of time, up to 7 hours per day;
  • Ability to pay attention, listen actively, analyze problems and evaluate options, focused on task, multi-task, decision making, and engage appropriately;
  • Ability to appropriately handle stress in a fast-paced environment and interact appropriately with others;
  • Sit & stand for extended periods of time up to 7 hours per day;
  • Must be able to walk up and down stairs (there are no elevators in the 2-story main office Building);
  • Physical, consistent attendance during normal working hours within a standard 40-hour workweek, during the shift required by this position, as many of the job duties are time sensitive and most effectively and efficiently resolved only through required immediate communication; additional hours may be required;
  • The noise level in the work environment is usually moderate to loud.
  • WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.

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