Business Insurance Sr. Client Manager
- Partner effectively with the Producer by anticipating their sales support needs
- Collaborate with the Producer to accomplish overall production, retention, and growth goals
- Handle all account management responsibilities including billing, policy changes, agency management system updates and answer coverage questions
- Provide coverage analysis and risk management recommendations, complete applications, prepare submissions, negotiate coverage and pricing, and prepare proposals
- Timely and accurate management of the full life cycle renewal process partnership and handling of cancellations.
- Maintain proper level of communication and builds effective relationships with clients and carriers to drive retention.
- Resolve accounting discrepancies as appropriate.
- Assist with policy-checking and keep up to date on rates, forms, and coverage changes.
- Executes activities relating to the public, clients and carriers to avoid and eliminate issues involving potential errors and omissions.
- 7+ years insurance experience in an agency or brokerage environment focusing on middle market clients
- 5+ years demonstrated knowledge of Property & Casualty Insurance
- High School Diploma required and Bachelor’s Degree in related field or equivalent work experience is preferred, designations encouraged
- Effective negotiation skills and placement process management expertise
- Property & Casualty License
- Extensive knowledge of how insurance products are utilized and administered. Extensive knowledge of markets and marketing techniques.
- Proficiency with agency management software (Sagitta, Image Right)
- A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability
- Medical, dental and vision insurance
- 401K and company match program
- Company-paid life and disability
- Generous paid time off programs
- Employee assistance program (EAP)
- Volunteer paid time off (VTO)
- Career mobility
- Employee networking groups
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
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