AddressThis Client Manager role is responsible for a blend of internal partnership & delivery activities and client facing functions, utilizing the incumbent’s professional skills in Commercial Property and Casualty Insurance. These can include day to day service activities such as client inquiries and requests, endorsement processing and other client deliverables, as necessary. The Client Manager role also has responsibility for maintaining client relationships and retention, while also ensuring client profitability on a personally assigned book of business, within the assigned team.
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
- Responsible to manage and retain Select accounts as determined by revenue, industry, coverage needs, and other factors
- Maintain knowledge of market trends and changes to anticipate or understand shifting client needs
- Reviewing and interpreting customer contracts to ensure client has the appropriate coverages as required by their vendors and other business partners
- Scheduling of internal and external strategy meetings and documenting and socializing the outcomes of the meeting
- Review, finalization, and delivery of current and expiring exposures
- Work with multiple key parties (both internal and external) to request and gather updated exposures and underwriting information
- Obtain updated client exposure documentation and perform needs and gap analysis to ensure appropriate coverages are applied
- Manage implementation of accurate billing for clients based on client/carrier instructions
- Design, prepare, negotiate, and deliver fee/compensation agreements to clients as needed
- Manage process delivery to ensure any legal and/or compliance needs are met
- Responsible for completion of client proposals and other client deliverables
- Uses experience and expertise to contribute to ongoing process improvement activities
- Partnership with peers and resources in domestic and international service centers
The Requirements
- 3+ years of Property & Casualty insurance experience in a role that is client-facing or carrier facing
- College degree or equivalent work experience required
- Property & Casualty insurance knowledge/experience required
- Demonstrate strong problem-solving capability
- Excellent verbal and written communication skills to include phone conversation and email communication
- Demonstrated analytical ability, strong decision-making skills, and conflict resolution
- Demonstrated problem solving abilities, including critical thinking, research, quantitative skills, and creativity
- Solid process orientation skills
- Technology acumen to work within various internal agency management systems (Epic, ServiceHub, Broking Platform, etc.)
- Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
- Strong time management and organization skills
- Solid working knowledge of computer software packages including MS Word and MS Excel (exposure to Excel formulas and Pivot table creation/manipulation a plus)
- Must successfully maintain required licensing by completing various Continuing Education activities as needed. Must be able to show valid confirmation of current status of P&C Producers License
- Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)
