Are you interested in joining the Maury Donnelly & Parr, Inc. team at our Cockeysville, MD, location? We look forward to meeting you!
Summary: Based out of our Cockeysville, MD office, this full-time Client Manager position is central to the Commercial Lines Team and is responsible for managing and coordinating all assigned accounts and bonds.
Duties and Responsibilities:
- Manages assigned accounts; analyzes accounts for adequacy and appropriate
coverage. Prepares final proposal presentation, analysis and summaries as
needed. - Reviews endorsements for completion and accuracy.
- Markets the account and reviews marketing placements.
- Initiates and follows up on renewal applications.
- Identifies cross/up selling opportunities. Expands and rounds out existing
accounts by identifying potential gaps in coverage, recommending and
implementing proper coverage. - Responsible for making sure that all the terms and conditions of the insurance
policies are properly prepared. - Tracks claims, flags claim-heavy accounts and incorrectly written accounts.
- Responsible for agency billing according to service standard.
- Performs other related duties as assigned by management.
Qualifications:
- Bachelor’s Degree (BA) from a four-year college or university, or 1-2 years of related experience and/or training, or equivalent combination of education/experience.
- State Property and Casualty Insurance License required.
- Computer skills required: Epic Online Database software; Microsoft Office Suite
Competencies:
- Customer Service – Manages challenging customer situations; Responds
promptly to customer needs; Solicits feedback to improve service; Meets
commitments. - Oral Communication – Speaks clearly and persuasively; Listens and gets
clarification; Responds well to questions; Demonstrates presentation skills. - Planning/Organizing – Prioritizes and plans work activities; Uses time
efficiently; Sets goals and objectives; Develops realistic action plans. - Professionalism – Approaches others in a tactful manner; Reacts well under
pressure; Treats others with respect regardless of status or position; Accepts
responsibility for own actions; Follows through on commitments. - Written Communication – Writes clearly and informatively; Edits work; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
Physical Demands:
- Occasionally required to stand/walk; frequently required to sit; continually required to utilize hand and finger dexterity and to talk or hear. Normal office environment.
Pay Range:
- $55k – $85k
Available Benefits:
- Our agency offers a collegial work environment, exciting opportunities for professional growth, and generous benefits, including paid maternity leave (after 1 year of work), family health, vision, and dental benefits. 401(k) plan with immediate vesting PLUS many additional company perks.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At MDP, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
You may also be eligible to participate in a discretionary annual bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
The above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Visit our website to learn more about our organization: https://www.mdpins.com/
Submit Your Application
If you are looking to join our team, we are interested in hearing from you.
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