Senior Client Manager - Commercial Real Estate

About the role

The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.

Responsibilities

• Performs all Account Manager responsibilities
• Assists in establishing and maintaining appropriate carrier relationships
• Performs marketing activities for large accounts as assigned
• Prepares risk maps or peer reviews risk maps for assigned accounts
• Coordinates service delivery including developing initial placement/renewal strategy
• Completes special projects
• Identifies opportunities to improve the firm, business segment, and processes
• Escalates issues and discrepancies to appropriate leadership
• Serves as a mentor to new colleagues when requested

Requirements

• Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites
• Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects
• Excellent client service and problem-solving skills
• Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
• Ability to learn other appropriate insurance company and firm software programs
• Bachelor’s degree preferred
• Professional insurance designation (current or in progress)
• At least five years’ experience and demonstrated proficiency in Account Management
• Maintains all state-required insurance licenses or willingness to obtain within the first 90 days of employment
• Effective presentation skills through verbal and written communications
• Alignment with the organization’s core values and corporate culture

Other details

• Fast-paced, multi-tasking environment
• Some travel may be required