Business Insurance Sr. Client Manager
About the role
Partner effectively with the Producer by anticipating their sales support needs
Collaborate with the Producer to accomplish overall production, retention, and growth goals
Handle all account management responsibilities including billing, policy changes, agency management system updates and answer coverage questions
Provide coverage analysis and risk management recommendations, complete applications, prepare submissions, negotiate coverage and pricing, and prepare proposals
Timely and accurate management of the full life cycle renewal process partnership and handling of cancellations
Maintain proper level of communication and builds effective relationships with clients and carriers to drive retention
Resolve accounting discrepancies as appropriate
Assists with policy-checking and keeps up to date on rates, forms, and coverage changes
Executes activities relating to the public, clients and carriers to avoid and eliminate issues involving potential errors and omissions.
Responsibilities
- Partner effectively with the Producer by anticipating their sales support needs
- Collaborate with the Producer to accomplish overall production, retention, and growth goals
- Handle all account management responsibilities including billing, policy changes, agency management system updates and answer coverage questions
- Provide coverage analysis and risk management recommendations, complete applications, prepare submissions, negotiate coverage and pricing, and prepare proposals
- Timely and accurate management of the full life cycle renewal process partnership and handling of cancellations
- Maintain proper level of communication and builds effective relationships with clients and carriers to drive retention
- Resolve accounting discrepancies as appropriate
- Assists with policy-checking and keeps up to date on rates, forms, and coverage changes
- Executes activities relating to the public, clients and carriers to avoid and eliminate issues involving potential errors and omissions.
Requirements
- 7+ years insurance experience in an agency or brokerage environment focusing on middle market clients
- 5+ years demonstrated knowledge of Property & Casualty Insurance
- A High School Diploma required and a Bachelor’s Degree in related field or equivalent work experience is preferred, designations encouraged
- Effective negotiation skills and placement process management expertise
- Property & Casualty License
- Extensive knowledge of how insurance products are utilized and administered
- Extensive knowledge of markets and marketing techniques
- Proficiency with agency management software (Sagitta, Image Right)
Qualifications
- A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability
Skills
- 7+ years insurance experience in an agency or brokerage environment focusing on middle market clients
- 5+ years demonstrated knowledge of Property & Casualty Insurance
- A High School Diploma required and a Bachelor’s Degree in related field or equivalent work experience is preferred, designations encouraged
- Effective negotiation skills and placement process management expertise
- Property & Casualty License
- Extensive knowledge of how insurance products are utilized and administered
- Extensive knowledge of markets and marketing techniques
- Proficiency with agency management software (Sagitta, Image Right)
Benefits
- Medical, dental and vision insurance
- 401K and company match program
- Company-paid life and disability
- Generous paid time off programs
- Employee assistance program (EAP)
- Volunteer paid time off (VTO)
- Career mobility
- Employee networking groups
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
Pay
Details TBD
Schedule
Details TBD