Senior Client Manager- Commercial P&C Accounts

Client Management

Serve as the primary expert resource and first point of contact for clients, handling questions on risk management, coverage, contractual issues, and compliance specific to the Charter School industry.

Analyze client data, conduct market comparisons, strategize around coverage and exclusions, and negotiate premiums and commission rates.

Provide marketing and new business development support, including preparing presentations and proposals, and participating in and/or conducting meetings with clients and/or prospective clients.

Delegate office administrative work and oversee tasks.

Service Delivery

Establish and maintain primary business relationships with clients, developing comprehensive customer service plans.

Consistently establish and maintain high levels of trust and confidence with clients through periodic unscheduled contact and prompt resolution of client questions and issues.

Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives.

Negotiate with carriers on clients’ behalf for best available premiums, commissions, and coverage.

Maintain expert knowledge and provide clients with up-to-date information on insurance, market trends, and legislation.

Work with claims advocates to ensure client needs are satisfied throughout the claims process.

Marketing and Business Development

Prepare renewal specifications for presentation to carriers, including analysis of claims, changes in client operations, and recommended renewal pricing.

Conduct renewal presentations as part of a team.

Develop strong relationships with business partners, including underwriters, brokers, and other professional service providers.

Personal and Organizational Development

Set priorities and manage workflow to ensure all goals are met.

Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts.

Document correspondence and activity in agency management systems.

Interact effectively with others, utilizing good communication skills and providing information and guidance as needed.

Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.