Client Services Manager

Company: Conover Insurance
Location: Bellevue
Posted on: February 16, 2020

Job Description:

For decades Conover Insurance has been assisting clients of all ages to integrate advanced life insurance strategies that achieve personal and business objectives. Life insurance is a complex financial instrument that, when implemented correctly, allow clients to build, accumulate, distribute, replace and transfer wealth to their family, heirs and their business on a tax-free basis. Our team of professionals is dedicated to putting our clients first and delivering on our promises.As a Client Services Manager, you will be responsible for the service and retention of an existing book of business and new business development.--This role works closely with the Sales Team in the negotiation and placements of accounts.--RESPONSIBILITIES INCLUDE:Servicing existing book of business including marketing, consulting, claims, proposal preparation, application updates, coverage analysis, policy changes, policy loans/premium issues, etc.Analyzing client and prospect coverages and making appropriate recommendations; developing opportunities to sell additional coverage to existing clients when appropriateAssisting clients with policy information, appropriately documenting pursuant to company procedures. Maintain regular contact with clients to monitor ongoing needs.Providing high level service including quick response and follow-upRequesting and documenting in force illustrations, reviews, etc. annually and additional illustrations as neededContacting clients as necessary to resolve administrative problems related to policy changes, premium issues or lapse pending issues.Preparing summaries of coverage for clients as requestedSupervision and oversight of systems and procedures with delegation as needed.Negotiate with underwriters to obtain the best market price/coverage for clients and prospects.EDUCATION & EXPERIENCE:Five years of life insurance sales/service required, underwriting experience preferredValid WA State Life & Disability License requiredWorking knowledge of insurance applications, contracts and related forms, as well as underwriting standards and proceduresExperience with MS Office products including Word, Excel and Outlook; working knowledge of AMS/AFW or similar operating systemCollege degree preferredSKILLS:Strong analytical skills, in both math and comparing plan designsAbility to analyze coverages and forms; experience in marketing and insurance placement, thorough knowledge of all insurance coveragesExceptional customer service skills with the ability to communicate effectively, both orally and in writingAttention to detail with the ability to work under pressure and meet deadlinesExcellent organizational skills, including the ability to prioritize work and multi-taskHigh level of interpersonal skills for frequent interaction with clients, coworkers, and Company representativesWe are proud to offer competitive compensation and a comprehensive benefits package.

Keywords: Conover Insurance, Seattle , Client Services Manager, Executive , Bellevue, Washington