Client Manager - Project Risk

Key Responsibilities

• Serves as the primary service contact for OCIP/CCIP clients, identifying risk exposures and designing cost-effective wrap-up solutions.
• Acts as subject matter expert for wrap-up insurance and construction risk programs.
• Evaluates project eligibility and determines appropriate wrap-up strategies.
• Manages program structure, coverage design, and carrier strategy.
• Brokers Owner’s Interest and project-specific insurance placements.
• Reviews construction contracts and develops wrap-up manuals and documentation.
• Oversees contractor enrollment, compliance tracking, and documentation.
• Covers payroll audits, reporting, and administrative functions.

Reporting, Quality & Operational Support

• Ensures accuracy of financial reporting, premiums, and collateral.
• Maintains documentation and reporting quality standards.
• Monitors safety performance metrics and program compliance.

Cross-Functional Partnership & Integration

• Collaborates with internal teams and external stakeholders.
• Coordinates claims activity with brokers, carriers, adjusters, and TPAs.
• Maintains strong relationships with underwriters and carrier partners.

Growth, Change & Special Initiatives

• Supports new business opportunities and program expansion.
• Leads training sessions for project teams and contractors.
• Contributes to continuous improvement of wrap-up strategies.

Process Improvement & Best Practices

• Analyzes loss experience and recommends mitigation strategies.
• Stays current on industry trends and regulatory requirements.
• Implements improvements to enhance efficiency and outcomes.

Qualifications

• 5–10+ years of experience in wrap-up insurance or construction risk.
• Experience managing OCIP/CCIP programs.
• Knowledge of Workers' Compensation, General Liability, and Excess Liability.
• Strong analytical and communication skills.
• Property & Casualty License.

Key Competencies

• Strategic & Systems Thinking
• Ownership & Accountability
• Data-Driven Decision Making
• Process Improvement
• Collaboration & Influence
• Change Agility
• Business Acumen