3 business insurance client manager jobs found in Cherry Hill, NJ

New Business Specialist provides support to the sales team when processing client applications across several lines of business. This role needs to ensure questions and applications are answered thoroughly meeting guidelines and compliance standards. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Review each issuance to ensure underwriting guidelines or for compliance purposes. (20%) Enters information into Agency Management System following company guidelines. (20%) Completes processing of application using established guidelines. (10%) Follows up with agent for any trailing documents required by carrier. (10%) Submits and issues new business policies with carriers. (20%) Follows up in agency management system to ensure policy downloaded or was entered correctly to system....

New Business Specialist provides support to the sales team when processing client applications across several lines of business. This role needs to ensure questions and applications are answered thoroughly meeting guidelines and compliance standards. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Review each issuance to ensure underwriting guidelines or for compliance purposes. (20%) Enters information into Agency Management System following company guidelines. (20%) Completes processing of application using established guidelines. (10%) Follows up with agent for any trailing documents required by carrier. (10%) Submits and issues new business policies with carriers. (20%) Follows up in agency management system to ensure policy downloaded or was entered correctly to system....

Purpose of Job To provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions) Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (75-80%) Research and answer calls from clients, underwriters and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with insurance companies and underwriters. Work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling. (10-15%) Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI...