Assistant Client Manager

Columbus, Ohio
Oct 11, 2016
Dec 10, 2016
Broker / Agent
Job Type
Full Time


  1. Provide assistance to Account Managers and Producers in handling and processing of new and renewal commercial lines business.
  2. Provide customer service to clients as assigned and requested.


  1. Coordinate expirations with Account Manager and Producer to obtain renewal and/or new business information.
  2. Maintain expiration lists.
  3. Issue Certificates of Insurance and handle endorsement requests.
  4. Check new and renewal policies for accuracy in rating, typing, coverages, signatures and input these transactions to generate billing invoices. Ensure these items are delivered to the client.
  5. Maintain client data in Agency Management System (Applied’s Epic Version) in accordance with agency procedure manual.
  6. Issue Auto ID Cards
  7. Prepare proposals
  8. Receive phone calls from clients and companies regarding coverage, claims, or administrative problems and comply with the request and/or refer to the producer only when necessary.
  9. Maintain a suspense system within Agency Management System to follow up on outstanding orders, correspondence, reports to follow up appropriately.
  10. Be familiar with and follow agency E&O guidelines.
  11. Run motor vehicle reports and determine driver eligibility.
  12. Perform special projects at management’s request.


  1. Must be a self-starter, imaginative and creative with great communication skills both verbal and written.
  2. Must have a high sense of urgency.
  3. Willingness to obtain Property and casualty license during the training process.
  4. Knowledge of Microsoft Excel and Word.
  5. Strong organizational and prioritization skills with ability to effectively manage multiple tasks.
  6. A desire to live by “Our Culture

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