Client Manager, Commercial Risk-Insurance Advisory Solutions

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Role Description


This role involves being an integral part of the Commercial Lines team and partnering with Advisors, Directors of Risk Management, Client Service Specialists, and others in the agency to deliver a high level of service to our commercial clients.



Maintain client files in Agency Management System accurately and consistently


Compose professional business correspondence via letter, email, and/or other means


Perform accounting/math related functions including invoicing, premium allocation, and other tasks as necessary


Monitor claims as outlined by agency procedures


Communicate claims information to others in the agency and maintain up-to-date claims information in the system


Provide guidance and assistance to the insured in coordination with claims


Interact effectively by utilizing good communication skills and cooperating purposefully


Attend client meetings with the Advisor or Director of Risk Management, when requested


Assist co-workers in responding to client inquiries or processing work, when needed


Manage the day-to-day activities of client accounts including policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance


Assist client inquiries via telephone and email, relaying information and follow up for timely service to the insured


Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed


Actively seek out referrals from the current client base to solicit new business prospects


Cultivate strong relationships with insurance company partners and know carrier requirements and attributes


Look for opportunities to improve the firm, business segment, and processes


Bring issues and discrepancies to the attention of appropriate leadership



Qualifications



Obtain and maintain a state insurance license(s), as required by the State Department of Insurance


3+ years of experience in a Commercial Account Manager role



Requirements



Demonstrates effective presentation skills through both verbal and written communications


Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook


Ability to learn any other appropriate insurance company and firm software programs


Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture



Benefits



Fast paced, multi-tasking environment


Travel as required




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