Client Manager

Essential Functions: Has ultimate responsibility for the timely and accurate completion of the following: prepare binders, certificates, auto identification cards, endorsements, audits, policies, lost policy release, and account balance status as needed. Has ultimate responsibility for the timely and accurate completion of preparing all invoice transactions including preparation of premium finance agreements. Assist the Client Executive with informing and educating clients regarding policy coverage, changes, exclusions, and other important policy information. Preparation of insurance summaries. Assist the Client Executive and/or Producer in contacting clients to obtain updated renewal information and completing application for renewal business within 90-120 of policy expiration. Assist the Client Executive with the overall marketing process (strategy, arranging submission, negotiating, reviewing quote options, and developing appropriate presentation documents).Maintain expiration log of existing assigned book of business. Assist the Producer and Client Executive in placing new business. Exhibits proficiency in using the agency management system (Epic), per TFG’s written workflows. Adhere to all agency procedures and E&O guidelines. Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, and requests for changes, thank you cards, etc.