Business Insurance Client Manager
About the role
Independently drive your own book or proactively involved with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.). Maintain client relationships independently or in concurrence with client team. Inform account team of any significant changes relating to the client. Prepare or review materials for discussion with client team / Producer. Execute on the deliverables as communicated by the client team. Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding). Attend and actively participate in client meetings when requested by the Producer.
Responsibilities
- Organize responses and present them to client team / Producer for review.
- May depend on client team / Producer for rate/coverage negotiations.
- Execute on the deliverables as communicated by the client team.
- Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding).
- Attend and actively participate in client meetings when requested by the Producer.
- Intermediate understanding of available tools (Reference Connect, Playbook, MMA U).
- Provide new business and renewal support based on the following tasks:
- Compile broker of record letters
- Participate in internal renewal strategy meetings
- Transmit renewal requests to clients via email or Indio
- Gather renewal information from client
- Perform exposure analysis
- Send submissions to market or rates online
- Perform non-admitted carrier due diligence in accordance with state rules
- Generate / update fee agreement
- Finalize proposal upon receipt from vendor and presents to client
- Send bind order to carrier
- Receive binder from carrier and transmits MMA binder to client
- Perform renewal premium allocation
- Assists other Client Managers during high volume times as needed.
- Provide general service support based on the following tasks:
- Order endorsements / coverage changes to carrier
- Perform audit reviews and address discrepancies
- Provide basic contract review
Requirements
3-5 years prior experience
Advanced Degree (RMIN, Finance, Accounting) experience a plus
Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress
Task leadership, ability to prioritize and organize daily tasks as well as general account management.
Developing proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members
Manage a book of business under guidance of Client Team and Sales Collaboration
Advanced application of prioritization & organizational skills.
Intermediate application of prioritization & organizational skills
Proficient Project Management
Broadening carrier relationships with marketing and underwriting
Continued development of products/line knowledge and marketing techniques. Up to date with current trends, regulations, etc.
Intermediate application of tools & resources
Intermediate application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel
Qualifications
A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability
Must have an active Property & Casualty license.
Skills
Intermediate application of tools & resources
Intermediate application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel
Benefits
Generous time off, including personal and volunteering
Health Insurance
401k
Professional development opportunities
Hybrid work
Six week paid parental leave for the birth or adoption of a child
Charitable contribution match programs
Stock purchase opportunities
Pay
N/A
Schedule
N/A