Commercial Lines Client Manager/Team Leader

• Ensure proper staffing levels within the team are adequate at all times.
• Conduct performance reviews and provide ongoing mentorship for team members
• Determine any training issues on team and work with Operations Manager for needed training
• Monitor the workflows and procedures within the team to ensure they are being followed
• Oversee the client experience, including issues & complaints and necessary proactive ideas
• Direct and facilitate monthly Team Meetings
• Act as the primary communicator between Department Leader and the Team

• Provide training to others as requested. Share knowledge that is useful to the department
• Monitor Binder and Renewal reports to ensure that the team client book is being kept current
• Perform all necessary Client Management duties- see client manager job description
• Perform other duties as requested by Department Manager

• Must be a self-starter, able to self-manage workload to ensure Clients are satisfied with Ross & Yerger and their insurance carrier(s).
• Proficiency in both verbal and written forms of communication. Basic computer/data entry skills (agency management, word processing, and spreadsheet analysis) preferred and above average mathematical skills also required.
• Demonstrate understanding of Commercial Insurance coverage and ability to communicate effectively with potential and existing clients

• Minimum two years experience in commercial insurance, customer service or similar position with underwriting and/or insurance background.
• 4-year college degree preferred. Property & Casualty License required
• Ability to work in a fast-paced, multiple tasking and deadline sensitive environment.
• Maintain and provide excellent customer service to new and existing clients at all times.

Ross & Yerger Insurance