Business Insurance Client Manager - Commercial Lines - Jones Insurance Agency, Inc.
Garner, NC
About the Job
Title: Business Insurance Client Manager | FLSA Status: Exempt | Shift: 1st |
Reports to: Commercial Lines Team Lead | Department: Business Insurance - Commercial Lines | Employment Status: Full-time |
Supervisory Responsibilities:None | Date Created/Last Evaluated: May 2023 |
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Summary This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance accounts through analysis and exercise of good judgment. Provides prompt, efficient, friendly, high-quality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our “Client-first” service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties. | ||
Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. | ||
Minimum Qualifications
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Knowledge, Skills, and Abilities
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Supervisory Responsibilities May have some supervisory responsibilities as the business grows.
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Essential Functions
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Physical Demands This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets, and bend or stand, as necessary.
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Work Environment This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, a phone, a copier, filing cabinets, and a fax machine.
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Travel Occasional travel may be required.
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Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the position. All employees may have other duties assigned at any time.