Client Manager - Property & Casualty Insurance

Job Responsibilities

• Responsible for client communications, conflict resolution, and compliance on client deliverables.
• Ensure that client issues are efficiently handled.
• Provide regular two-way communication between the client and the Client Service Team to exhibit strong team representation and manage client expectations appropriately.
• Affirm that all processes and procedures are completed within the structure of Plexus’ operating model and meet all expected compliance and professional standards.
• Assist with submissions and proposals, while providing recommendations for standardizing the submission and proposal formats.
• Afford assistance to clients with claims reporting instructions and undertake initial efforts to involve other available resources (i.e. Claims and Legal Team) to resolve outstanding claim situations.
• Afford the delivery of the Plexus service platform within the committed timelines. This includes quotations, proposals, endorsements, stewardship reports (where applicable), audit processing and any other service items that are time and date sensitive.
• Collaborate on establishing strategies to expand the relationship by offering new products and programs to clients which are a fit with their business operations.
• Perform regular tasks including gathering underwriting and exposure information, complete loss summaries and analyze loss runs, perform policy reviews as necessary, market risks to underwriters and negotiate terms, review quotations of insurance for accuracy, and prepare invoices and follow-up for collections of premiums.
• Be able to undertake a certain amount of client-related travel with the Team Lead, Client Executive and/or Producer to secure and enhance relationships with prospects and clients.
• Carry a sense of urgency in supporting the team during the pursuit of expanding an existing relationship and new business opportunities.
• Afford assistance with providing direction and oversight of any Client Administrators or Coordinators who are part of your team.
• Be prepared to delegate responsibilities that fall outside of the CM role and provide mentorship.
• Enthusiatically engage in furthering insurance knowledge through insurance related coursework, classes, seminars and conferences.

Requirements

• BA/BS degree or equivalent experience.
• 5-7 years of experience in insurance field.
• Ability to communicate to explain complex issues, receive and interpret complex information, and respond appropriately.
• Ability to work independently as well as in teams.
• Working knowledge of property and casualty insurance products and usage, insurance markets, reference to changes in personnel at markets, and alterations occur on policy forms/coverages.
• Proficient in Microsoft Office Programs, loss forecasting software, agency management systems.
• Must possess a current and valid State Property & Casualty license.

Qualifications

None specified.

Skills

None specified.

Benefits

Please visit this link for additional details.

Pay

The approximate annual salary range for this position is $70,000 - $90,000.

Schedule

Not specified.