Property & Casualty Senior Client Manager

Duties

• Manage the new business and renewal process, review risk management surveys.
• Identify exposure to loss and advise client on appropriate coverages.
• Understand complex coverages and class code assignments; proactive analysis of underwriting data, including Loss Ratios, Experience Modification Ratings and Audit Dispute Resolution.
• Develop marketing plan with Risk Advisor, Executive Client Manager, and/or insured.
• Complete submissions to market new and renewal accounts to insurance carriers.
• Prepare proposals, negotiate coverage terms, pricing and commissions.
• Work with underwriters to obtain additional information from clients.
• Create & manage client and insurance company facing documents, including Statement of Values, Schedules, etc.
• Work with Risk Control Department to monitor complex or significant risk control and claims issues.
• Conduct contract and lease reviews to advise client on risk and compliance issues.
• Review Certificates of Insurance for compliance with Contracts, Leases, etc. including the ability to provide guidance/training to clients on these tasks.
• Maintain positive client and insurance company relationships.
• Explain payment requirements to new and existing clients.
• Maintain positive relationships with appropriate personnel at client firms to assure retention of accounts.
• Oversee, direct, plan, schedule, and mentor the work of your HPT.
• Train and give technical supervision to the HPT members.
• Demonstrate exceptional negotiating, decision-making, advanced knowledge of coverages, and sales skills.
• Maintain high level relationship with underwriters.
• Support and communicate with the Risk Advisor to develop and retain accounts.
• Have the ability to independently conduct client meetings, trainings, and deliver proposals to the clients.
• Demonstrates exceptional attention to detail and the technical insurance knowledge necessary to identify discrepancies, coverage issues, and documentation errors.

Qualifications

• Current California Insurance License
• 5+ Years Client Management Experience
• Industry Designations
• Proficiency of PC Applications