Client Manager, Commercial Risk - Insurance Advisory Solutions, SW Region

Primary Responsibilities

• Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
• Compose professional business correspondence via letter, email, and/or other means.
• Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary.
• Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system.
• Provide guidance and assistance to the insured in coordination with claims.
• Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company.
• Attend client meetings with the Advisor or Director Risk Management, when requested.
• Aid co-workers in responding to client inquiries or processing work, when needed.
• Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance.
• Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured.
• Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.
• Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes.
• Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.

Knowledge, Skills & Abilities

• Demonstrates effective presentation skills through both verbal and written communications.
• Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs.

Education & Experience

• Possess TX Property and Casualty License
• 3+ years of experience in a Commercial Account Manager role.
• Fast paced, multi-tasking environment.
• Travel as required.