Senior Client Manager/ Team Lead for Commercial P&C

Summary

The Senior Client Manager/Team Lead works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients. This position mentors a client service team through continuous learning, transparent feedback, and strong talent development. Working directly with the team to assist in setting individual and team goals aligned with the sales and growth strategy, service platform execution, continual process improvement, proactively identifying and meeting client needs, enabling retention and growth of a defined book of business from a client service perspective.

Qualifications

• High school diploma or G.E.D. equivalent required; college degree preferred.
• Five or more years of experience in mid-size brokerage or independent agency.
• Proficiency in Microsoft Office applications, especially Excel.
• Ability to work in a fast-paced environment and handle multiple tasks.
• High level of interpersonal skills for handling sensitive and confidential situations.
• Valid State Property and Casualty License and State Driver’s License required.
• Excellent negotiation skills and in-depth knowledge of the insurance business.
• Strong leadership skills with experience in delegation, coaching, and mentoring.
• Proficiency in Sagitta and ImageRight preferred.
• Strong aptitude for interpreting coverage forms, contractual agreements, and financial statements.
• Highly motivated with a strong work ethic and ability to work independently.
• Project and team management experience preferred.
• Insurance industry designations preferred (CIC, CRM, CPCU).
• Experience with complex shared/layered programs preferred.

Supervisory Responsibilities

Supervise Client Manager and Assistant Client Manager position(s).

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

Work Environment and Environmental Conditions

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.