Client Manager

About the Role

Key Responsibilities

• Manage and retain select accounts based on revenue, industry, coverage needs, and other factors.
• Maintain knowledge of market trends and changes to anticipate or understand shifting client needs.
• Review and interpret customer contracts to ensure appropriate coverages are provided.
• Schedule internal and external strategy meetings and document outcomes.
• Review, finalize, and deliver current and expiring exposures.
• Work with internal and external parties to gather updated exposures and underwriting information.
• Obtain updated client exposure documentation and perform needs and gap analysis.
• Manage implementation of accurate billing based on client and carrier instructions.
• Design, prepare, negotiate, and deliver fee/compensation agreements to clients.
• Ensure process delivery meets legal and compliance requirements.
• Complete client proposals and other deliverables.
• Contribute to ongoing process improvement activities.
• Partner with peers and resources across service centers.

Requirements

• 3+ years of Property & Casualty insurance experience in a client-facing or carrier-facing role.
• College degree or equivalent work experience.
• Property & Casualty insurance knowledge/experience.
• Strong problem-solving capability.
• Excellent verbal and written communication skills, including phone and email communication.
• Analytical ability, decision-making skills, and conflict resolution skills.
• Critical thinking, research, quantitative skills, and creativity.
• Process orientation skills.
• Technology proficiency with internal agency management systems (Epic, ServiceHub, Broking Platform, etc.).
• Ability to work independently and engage with extended team members.
• Strong time management and organizational skills.
• Proficiency in MS Word and MS Excel, including formulas and Pivot tables.
• Ability to maintain required licensing through Continuing Education activities.
• Valid confirmation of current P&C Producers License.
• Insurance industry designations (CPCU, ARM, CIC, CRM) are preferred but not required.

Nice to Have

• Insurance industry designations such as CPCU, ARM, CIC, CRM.

Qualifications

• College degree or equivalent work experience.
• Valid P&C Producers License.

Benefits & Perks

• Health and Welfare Benefits including Medical, Dental, Vision, Health Savings Account, Commuter Account, Flexible Spending Accounts, Group Accident, Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program, and Employee Assistance Program.
• Leave Benefits including Paid Holidays, Paid Time Off, Short-Term and Long-Term Disability, Bereavement, FMLA, ADA, Jury Duty, Military Leave, Parental and Adoption Leave.
• Retirement Benefits including Contributory Pension Plan and 401(k) Savings Plan.
• Additional benefits as part of a competitive package.