Associate Client Manager - Private Client Group
$43,680–$70,720 year
On-siteEnglewood, Colorado, United States
Job Summary
Oversee daily download and resolve suspense items, initiate policy changes from carriers, and update client records in Epic. Retrieve documents from carrier websites, issue certificates of insurance, and request MVRs, CLUE reports, and loss history. Prepare and validate renewal reviews, manage direct bill cancellations, and process incoming mail while resolving mortgagee updates. Serve as the primary contact for routine client inquiries, policy updates, and claim support, maintaining accurate data and distributing policies as needed. Participate in ongoing training, attend department meetings, and complete various tasks common in day-to-day Personal Lines insurance servicing to ensure clients receive the best possible experience.
Required Qualifications
- Accurate entry of data and supporting documentation into the software a must
- Proficient in the use of Microsoft Word, Excel, Outlook and PowerPoint
- Proficient in technology and the use of data management software, including ability to organize and sort through data presented in various forms
- Ability to make decisions that are limited to a few options with minimal room for discretion
- Ability to solve problems that are relatively simple in nature, requiring some analysis or research to determine the best solution from a limited number of prescribed options
- Periodic standing, walking, and light lifting or carrying of materials (generally up to 10 pounds) may be required
Desired Qualifications
- Proactive participation in continuing education classes
- 1-2 years of industry experience in a similar position beneficial, but experience not required
- Strong written, presentation, interpersonal, organizational, time management, and oral communication skills
- Strong sense of urgency, attention to detail and follow-thru, results-oriented nature, ability to multi-task, ability to work at a fast pace, and ability to prioritize frequently throughout the day
- Willingness to take on additional responsibility as the need arises
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