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Maury Donnelly & Parr Inc

Senior Client Manager

Maury Donnelly & Parr Inc, Cockeysville, Maryland, United States, 21030

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Overview Talent Acquisition, Employee Integration, & Corporate Training @ Maury, Donnelly, & Parr

Senior Client Manager- Commercial Lines

Be part of a winning team that leads the way as a Best Practices Agency in Insurance!

The Opportunity

Based out of the Cockeysville, MD office, this full-time Senior Client Manager is central to the Core Commercial Lines team of Maury, Donnelly, & Parr, Inc. This person is responsible for managing and coordinating all assigned accounts and bonds.

Responsibilities

Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares proposals, analysis and summaries as needed.

Solicits business from potential clients, completes sales and routes documents for processing, opens and services new accounts.

Markets the account and reviews marketing placements.

Builds long-term advisory relationship with clients, manages claims and related issues.

Reviews upcoming renewals 120 days out and sets the course of action by scheduling the team renewal meetings monthly; initiates renewal procedures.

Identifies cross/up selling opportunities. Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.

Keeps the team informed of the carrier’s appetites and pricing changes. Attends carrier meetings and disseminates information to the team.

Responsible for ensuring that all terms and conditions of the insurance policies are properly prepared.

Performs other related duties as assigned by management.

Qualifications

Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.

State Property and Casualty Insurance License (certificate, licenses and registrations required).

Competencies

Customer Service

- Manages challenging customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.

Interpersonal Skills

- Solves conflicts, maintains confidentiality, listens to others, controls emotions, open to new ideas.

Organizational Support

- Follows policies and procedures; completes administrative tasks accurately and on time; supports organization’s goals and values.

Problem Solving

- Identifies and resolves problems timely; analyzes information; develops alternatives; works well in team settings.

Written Communication

- Writes clearly and informatively; edits work; presents data effectively; interprets written information.

Physical Demands and Work Environment

Occasionally required to stand/walk; frequently required to sit; regular office environment.

Pay Range

$75,000-$110,000

Available Benefits Our agency offers a collegial work environment, 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 additional company perks.

The wage range for this role takes into account various factors including skill sets, experience, licensure and certifications, and business needs. A reasonable estimate of the current range is presented within this posting.

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