Commercial Lines Client Manager – Real Estate

This is a fully remote position, open to applicants in Mississippi.

📋 Description

• Oversee the renewal process for designated accounts, which includes marketing efforts (as necessary) and placement activities.

• Collaborate with producers to assess exposures, past loss experiences, and coverage requirements for clients.

• Generate high-quality, detailed submissions to carriers by utilizing agency management and various application software, in accordance with agency protocols.

• Engage in negotiations with carriers to obtain extensive coverage along with competitive pricing and terms for current clients.

• Develop and prepare impactful proposals for producers to utilize in securing renewals or new business opportunities.

• When required, accompany producers during proposal presentations.

• Prepare binders, invoices, and other necessary documentation as needed.

• Obtain Premium Finance agreements and Surplus Lines Affidavits when mandated.

• Issue certificates of insurance and EPIs for both new and renewal policies.

• Process endorsement requests and fulfill other client needs, such as Auto ID cards and loss runs.

• Ensure thorough documentation is maintained by utilizing and organizing marketing files, maintaining accurate transactional filing notes, and keeping telephone logs.

• Track and manage daily suspense to follow up on items requested from clients and carriers (e.g., endorsements, loss runs, etc.).

• Regularly evaluate carrier solvency using the A.M. Best guide.

• Provide assistance to colleagues with coverage and service-related issues where your expertise could be beneficial.

⛳️ Requirements

• Preferred knowledge of Affordable Housing or Real Estate.

• A four-year college degree or equivalent professional experience.

• A minimum of four years of experience in property/casualty insurance.

• Familiarity with property/casualty coverages.

• Strong interpersonal skills, a customer-centric attitude, and the capability to function effectively as part of a team.

• Solid analytical skills for evaluating exposures, controls, loss history, and coverage gaps.

• Basic computer/data entry skills, with preferred experience in agency management, word processing, and spreadsheet software.

• Proficient in both verbal and written communication.

• Willingness to travel up to 10% of the time.

🏝️ Benefits

• Competitive salary and compensation package.

• Comprehensive health and welfare benefits.

• Reimbursement for continuing education.

• Parental leave benefits.

• Generous Paid Time Off policy.