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Financial Institutions Client Manager

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Ross & Yerger
πŸ“ Jackson, United States
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Location Jackson
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Posted June 12, 2026
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Commute Local Area
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Job Description

Major Duties and Responsibilities
  • Manage real estate loan insurance programs and tax tracking programs.Β 
  • Annual on-site client visits with the appropriate management to further institutionalize Ross & Yerger (R&Y) to the client.
  • Create/prepare presentations for on-site client visits to review current products and production statistics, recommend broader coverages, and present opportunities for new products.
  • Work with producers when appropriate to make proposals for new business and demonstrate the R&Y commitment to provide sales support.
  • Assist with creating/preparing effective proposals for producers to use for new/renewal business. When needed, accompany producers when making proposal presentations.
  • Manage the renewal process for clients’ policies, including marketing (as needed) and placement.
  • Negotiate with broker partners/carriers to secure broad coverage and competitive pricing and terms for existing clients.
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    πŸ“ Location Details

    πŸŒ†
    City
    Jackson
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    Country
    United States
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    Commute
    Local Area

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