Associate Client Manager, Commercial Risk - Founder Shield

Primary Responsibilities

• Exclusive Point of Contact for all client renewal processes
• Facilitating the policy marketing, quoting, and underwriting process on renewals
• Delivering accurate quotes that meet or exceed client requests
• Fostering relationships with various insurance carriers and acting as the liaison between current clients and carriers, as well as wholesalers
• Identifying account rounding opportunities in order to provide better coverage for the client by reducing gaps and potential exposure to risk
• Providing exceptional customer service; this includes answering client inquiries and questions in a timely and efficient manner, handling policy changes/endorsements, billing issues, and issuing certificates of insurance
• Compiling and preparing all relevant document bundles to bind client insurance policies, as well as collecting payment
• Updating and improving upon internal information management systems, including Salesforce Knowledge

Skills & Abilities

• Prior experience in insurance and loves customer service
• Exceptional verbal and written communication skills
• Strong organizational and task prioritization skills
• Proficient in learning new software and technologies, Salesforce experience preferred
• Self-motivated, analytical, ambitious with an entrepreneurial spirit

Education & Experience

• A Bachelor’s degree preferred
• At least 2-3 years’ relevant experience required
• Current P&C license