Commercial Insurance Assistant Client Manager

JOB TITLE: Assistant Client Manager

REPORTS TO: Team Manager - P&C Operations

EXEMPT/NON-EXEMPT: Non-Exempt

DIVISION: Horton Risk Advisory Services

GENERAL DESCRIPTION - Summary

The Assistant Client Manager supports Client Managers and other members of the Commercial Lines account team through the handling of various tasks associated with new and renewal business. As a client-facing role, excellent customer care skills are key to success. Responsibilities include processing various policy documents and providing information and documents to clients as needed according to division procedures and standards.

ESSENTIAL DUTIES AND RESPONSIBILITIES

?? Process policies, endorsements, audits, and other client documents in the agency management system with a focus on accuracy and timeliness. Enter premium related information into the system to create records and invoices.

?? Prepare client documents for delivery via email, US Mail or hand delivery.

?? Maintain an outstanding level of data integrity in the agency management system so that all fields, documents, and data are accurate, up to date and flow properly to reports and other output documents.

?? Provide routine consultation to clients and act as back up to Client Managers in order to assist internal and external clients as much as possible.

?? Assist with accounting issues relative to premium and commission discrepancies and accounts receivable. Help direct clients with payment instructions, receipt of various premium notices from carriers and finance companies. Effectuate premium finance agreements and notices of cancellation, rescission and reinstatement.

?? Access and navigate carrier websites to obtain account information and policy documents. May request, follow up, and review endorsements or obtain quotes as necessary.

?? Manage certificate holder lists. Prepare and send renewal and midterm certificates of insurance, evidence of property insurance, auto ID cards and other proofs of insurance.

?? Verify coverage for third parties.

?? Set and manage diaries to ensure all account activity is progressing effectively.

?? Perform other duties as requested

KNOWLEDGE, SKILLS, AND ABILITIES

?? A Bachelor's Degree is required

?? Property and Casualty License must be obtained within 120 days of the first day of New Hire Onboarding

• Must be proficient in Excel and Word.
• Must be organized, detail oriented, timely and efficient
• Strong work ethic, responsible, reliable, service oriented
• Possession of or ability to obtain state P&C insurance license
• Strong math skills with an understanding of basic accounting principles
• Demonstrate commitment to continuous learning by advancing insurance knowledge via training and obtaining insurance designations.

BEHAVIOR STANDARD

Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers and management. All employees are expected to behave in a manner consistent with the corporate values of Driven, Excellent and Together.

WORKING CONDITIONS

Fast-paced, multi-tasking environment requiring tolerance for schedule change and disruption with potential for travel.

JOB PERFORMANCE STANDARDS

The job description is intended to describe the essential responsibilities The Horton Group requires. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the essential functions.

PHYSICAL REQUIREMENTS

Ability to:

?? Perform work on a computer for extended periods of time

?? Sit/stand for extended periods of time in work area

?? Grasp objects using your fingers (fine motor skills)

?? Communicate and speak in a clear, concise and professional manner both in person and on the telephone.

?? Travel by air or ground transportation as required in performing job duties.

?? Be able to lift and carry objects that weigh a minimum of 40 pounds

Nothing in this job description or in any other written documents or forms maintained by The Horton Group, creates, or may be deemed to create, an employment contract between The Horton Group and any of its employees.

The Horton Group reserves the right to revise the contents of this job description, at any time, without prior notice to its employees.

This job description supersedes any previous oral or written job descriptions.