Job Details
We are seeking a Client Manager to join our team in FORT LAUDERDALE OR BOCA RATON locations.
Did you know?.... NSI Insurance Group won coolest offices to work 2021! Check out our story here:
ABOUT US:
A company is only as good as the people behind it. At NSI Insurance Group, we are always interested in meeting talented individuals who want to progress their careers and make a difference. We believe that successful people make a successful business, which is why we make every effort to provide our employees with an environment in which they can excel and the training to be successful. Our professionals are integral in defining our business delivering results to our clients and driving our company to success. We make it our job to treat our employees well.
NSI Insurance Group is one of the largest independent insurance agencies in Florida offering a comprehensive suite of insurance solutions to protect your business and your life from the unexpected. Named Best Practices Agency by Independent Insurance Agents and Brokers of America three years in a row, we are passionate about serving our clients, developing our employees and giving back to our communities.
Check out our Company Video: 2024 NSI Insurance Branding Video
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JOB SCOPE:
Responsible for acting as primary contact between clients and insurance carriers and retaining clients through good customer service. Must be able to prepare and provide price quotes for all new and existing clients.
RESPONSIBILITIES:
- Act as primary contact between client and/or producers and insurance carriers. Apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers.
- Contact and visit assigned clients and/or producers to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services.
- Prepare and provide price quotes for all new and existing clients.
- Prepare and submit bid specifications to be mailed to carriers.
- Compare bid results as received and determine recommendations for clients.
- Process new cases by requesting appropriate documentation from producers or clients as needed.
- Coordinate enrollment process with producers or clients.
- Quote, bind and underwrite all renewal applications and new business.
- Issue endorsements for all client policy changes.
- Process claims. Provide direction to C/L assistants in processing of C/L claims.
- Perform new case installation.
- Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update system.
- Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.
- Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit.
- Schedule and hold renewal meetings with clients and/or producers.
- Update principals on renewal results.
SKILLS:
Oral & Written Communication Skills
Customer Relations
Organization & Planning
Time Management
Computer Literacy
EDUCATION/TRAINING:
Degree: High School Diploma or Equivalent
EXPERIENCE:
Prior insurance experience required.
CERTIFICATIONS/LICENSES:
Property & Casualty 220 License preferred
Customer Representative 440 minimum allowed
EMPLOYEE BENEFITS:
At NSI Insurance Group, we recognize the importance of our employees health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family. Benefits include:
- Medical, dental and vision insurance - with 100% company paid premiums;
- Generous Paid Time Off (21 days);
- 401K Retirement Plans with company matching;
- Company paid life insurance, short and long-term disability;
- Training/Education opportunities 100% paid by NSI.
- Hybrid work (4 days in the office and 1 day remote with a 220 license)
Did you know?.....
NSI was selected as Best Places to Work in South Florida by South Florida Business Journal.
NSI was Named A Best Practices Agency for the 8th Consecutive Year! %9Cbest-Practices-Agency%E2 %9D-for-the-7th-Consecutive-Year
NSI was Selected as Winner of the 2022 NU Agency of the Year Award!