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Financial Institutions Client Manager
Financial Institutions Client ManagerRoss & Yerger Insurance, Inc. • Jackson, MS, US
Financial Institutions Client Manager

Financial Institutions Client Manager

Ross & Yerger Insurance, Inc. • Jackson, MS, US
[job_card.variable_days_ago]
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  • [job_card.full_time]
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Job Description

Job Description

Major Duties and Responsibilities

  • Manage real estate loan insurance programs and tax tracking programs.
  • Annual on-site client visits with the appropriate management to further institutionalize Ross & Yerger (R&Y) to the client.
  • Create / prepare presentations for on-site client visits to review current products and production statistics, recommend broader coverages, and present opportunities for new products.
  • Work with producers when appropriate to make proposals for new business and demonstrate the R&Y commitment to provide sales support.
  • Assist with creating / preparing effective proposals for producers to use for new / renewal business.  When needed, accompany producers when making proposal presentations.
  • Manage the renewal process for clients’ policies, including marketing (as needed) and placement.
  • Negotiate with broker partners / carriers to secure broad coverage and competitive pricing and terms for existing clients.
  • Enter new policies and renew policies in the R&Y agency system.  Manage policy periods for correct premium and revenue postings.
  • Maintain the Financial Institutions property spreadsheet with new and renewal policy information, policy rate and coverage adjustments, and client changes and acquisitions.
  • Communicate with broker partners on new and existing clients regarding applications, proposals, master policies, client training, and ongoing questions and trouble shooting
  • Obtain and review the department’s commission statements for timeliness and accuracy and update internal reports

Requirements

  • The ability to travel by automobile to annual client visits and to prospects on an “as needed” basis.
  • Demonstrate a good appearance, great attitude, a sense of cooperation and possess real estate lending and / or insurance experience.
  • Possess exceptional people skills for interacting with a variety of personalities at executive, middle management, and entry level positions at banks and credit unions to develop relationships.
  • The ability to provide excellent servicing of R&Y products that exceeds our clients’ expectations.
  • Possess problem solving skills to achieve exceptional results regardless of the obstacles.
  • Possess excellent organizational skills to organize and structure a travel schedule, manage daily emails and follow ups, participate in conference / video calls, and engage in conversations with clients, broker partners, and the R&Y team.

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