Address
Form of workEssential Functions:
Quality Client Service & Expertise
Retain and develop accounts by:
Market renewal and new lines of insurance including:
People and Relationship Management
Even though this position does not manage people, the Client Manager must be able to perform the following:
Productivity
Minimum Education/Abilities/Skills:
RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Quality Client Service & Expertise
- Competently manage the client service cycle, monitor timeframes and meet renewal deadlines.
- With oversight, guidance and input from the CE/Producer, participate in stewardship planning and annual meetings by writing and creating portions of the report and performing research on the documents needed for the report.
Retain and develop accounts by:
- Making recommendations regarding the risk to the client for the most cost effective and proper insurance coverage;
- Preparing and writing proposals and providing quote comparisons;
- Evaluating and recommending other lines;
- Providing additional resources for the client as needed;
- Performing contract and new acquisition review
Market renewal and new lines of insurance including:
- Creating coverage specifications
- Participate in creating manuscript coverage wording to satisfy a client's coverage need
- Analyzing quotes received from carriers;
- Negotiating with carriers;
- Creating and presenting the coverage analysis
- Review policy coverage and identify cross-selling and additional revenue opportunities
- Develop thorough understanding of client businesses, their policies, practices, and industries
- Understand and guide clients through the initial objective setting process
- Analyze data to draw conclusions and recommend findings to client
- Assess client needs and questions and reviews options with clients, making sound recommendations on a day-to-day basis
- Understand and stay current with technical and professional standards
- Ensure legislative, regulatory and technical developments are appropriately communicated to clients
- Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements
- Achieve a minimum rating of 90% from E&O Plus audits on all accounts
- Keep informed of all new sales programs. Attend company-sponsored seminar and educational activities, including staff webinars/seminars, necessary to maintain product knowledge and underwriting expertise
- Demonstrate consultative approach in work
People and Relationship Management
Even though this position does not manage people, the Client Manager must be able to perform the following:
- Delegate appropriately and provide development opportunities for co-workers
- Display professional, social, and teamwork skills
- Work well within a team and possess a positive attitude
- Manage and meet expectations of co-workers and clients
- Possess good oral and written communication skills both internally and externally
- Proactively provide clients and associates with relevant information (industry developments) throughout the year to create and maintain loyalty
- Interact confidently with people in a variety of situations
- Listen and communicate well and adapt to different work styles
- Train co-workers through on-the-job training
Productivity
- Participate in internal and external networking activities
- Manage projects to meet deliverable deadlines, meet expectations
- Manage download, renewal and change verification in Agency Management System, EPIC
- Keep tasks up to date and current
- Possess awareness of Firm's service capabilities to generate ideas and solutions for clients and cross-selling opportunities
Minimum Education/Abilities/Skills:
- College degree or equivalent work experience
- Three to five years' experience, with a high level of dependability, handling large accounts
- Must possess strong interpersonal skills in written and verbal communication, planning and analysis
- Intermediate to Advanced knowledge and skills of Microsoft Office Suite such as Word, Excel, and PowerPoint
- Ability to accurately perform advanced mathematical calculations
- Intermediate to Advanced knowledge and skills and effective use of office equipment, primarily computer, telephone, fax machine, copier and calculator
- Above average to excellent speaking and writing skills to effectively communicate with customers and insurance companies
- Advanced insurance designations, such as CIC, CPCU, CEBS, CLU or other pertinent designations desirable
- Appropriate jurisdictional license required
- Maintain Appropriate Licenses: Life and Health, Property and Casualty desired for cross-selling opportunities
- Excellent working knowledge of EPIC agency management system
RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
