Client Manager

Maury Donnelly & Parr Inc is a Best Practices Agency in Insurance, seeking a Client Manager for their Personal Lines team. This role is responsible for managing and coordinating all team accounts, with a focus on High Net Worth account management and a comprehensive understanding of the Florida P&C insurance market. Responsibilities Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage Prepares final proposal presentation, analysis and summaries as needed Reviews endorsements for completion and accuracy Markets the account and reviews marketing placements Initiates and follows up on renewal applications Identifies cross/up selling opportunities Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage Responsible for making sure that all the terms and conditions of the insurance policies are properly prepared Tracks claims, flags claim-heavy accounts and incorrectly written accounts Responsible for agency billing according to service standard Performs other related duties as assigned by management Skills Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience State Property and Casualty Insurance License Applied Systems: Epic Online Database software; Microsoft Office Suite Benefits Paid maternity leave (after 1 year of work) Family health, vision, and dental benefits 401(k) plan with immediate vesting Hybrid telework arrangements available Many additional company perks Company Overview Maury Donnelly & Parr, Inc. It was founded in 1875, and is headquartered in Baltimore, Maryland, USA, with a workforce of 201-500 employees. Its website is