Senior Client Manager – Property & Casualty
Location
California
Posted
2 days ago
Salary
$115K - $145K / year
Seniority
Senior
Job Description
Senior Client Manager – Property & Casualty
ExpertHiring
• Provide service to clients in conjunction with the Risk Advisor and/or Executive Client Manager • Become familiar with all assigned clients and ensure they are well serviced • Manage the new business and renewal process, review risk management surveys • Identify exposure to loss and advise clients on appropriate coverages • Understand complex coverages and class code assignments • Conduct proactive analysis of underwriting data, including Loss Ratios, Experience Modification Ratings, and Audit Dispute Resolution • Develop marketing plans with Risk Advisor, Executive Client Manager, and/or insured • Complete submissions to market new and renewal accounts to insurance carriers • Prepare proposals, negotiate coverage terms, pricing, and commissions • Work with underwriters to obtain additional information from clients • Create and manage client and insurance company facing documents, including Statement of Values, Schedules, etc. • Work with Risk Control Department to monitor complex or significant risk control and claims issues • Conduct contract and lease reviews to advise clients on risk and compliance issues • Review Certificates of Insurance for compliance with Contracts, Leases, etc., and provide guidance/training to clients on these tasks • Maintain positive client and insurance company relationships • Explain payment requirements to new and existing clients • Maintain positive relationships with appropriate personnel at client firms to assure retention of accounts • Oversee, direct, plan, schedule, and mentor the work of your HPT • Train and give technical supervision to the HPT members • Demonstrate exceptional negotiating, decision-making, advanced knowledge of coverages, and sales skills • Maintain high-level relationships with underwriters • Support and communicate with the Risk Advisor to develop and retain accounts • Independently conduct client meetings, trainings, and deliver proposals to clients • Demonstrate exceptional attention to detail and the technical insurance knowledge necessary to identify discrepancies, coverage issues, and documentation errors • Inform Supervisor/Manager of all matters that may give rise to an E&O claim.
Job Requirements
- Current California Insurance License
- 5+ Years Client Management Experience
- Industry Designations
- Proficiency in PC Applications
- Ability to lead through actions and embrace responsibilities
- Continuous learner who is always seeking to improve
- Team-first mentality and ability to create ways to make peers better
- Deliver exceptional level of service to those you work with
- Strong interpersonal skills and thrive in a team environment
- Effective communicator; both written and verbal
- Trusted to handle confidential and sensitive information
- Strong organization and project management skills
- Ability to focus on the task-at-hand and multi-task as needed
- Great attention to detail and producing high-quality work
- Ability to grasp complex issues and establish proactive solutions
- Strong editing and writing skills
- Positive attitude and work ethic.
Benefits
- Competitive compensation and benefits
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