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
• Perform premium, rate and coverage comparisons
• Generate / update fee agreement
• Finalize proposal upon receipt from vendor and presents to client
• Sent bind order to carrier
• Receive binder from carrier and transmits MMA binder to client
• Perform renewal premium allocation
• 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
• 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