Financial Institutions Client Manager

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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