Property & Casualty Sr. Client Manager

Position: Property & Casualty Sr. Client Manager
Location: 100% Remote at (Arizona, Colorado, Idaho, Montana, Nevada, New Mexico, Utah, Wyoming, Alaska, California, Hawaii, Oregon, and Washington)
Duration: Fulltime







Summary:

Provide service to clients in conjunction with the Risk Advisor and/or Executive Client Manager and may provide assistant level support to the team members. Become familiar with all his/her clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well serviced.

The following details are a general list of duties, qualifications and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.

Responsibilities:

• Manage the new business and renewal process, review risk management surveys. Identify exposure to loss and advise client on appropriate coverages.
• Understand complex coverages and class code assignments; proactive analysis of underwriting data, including Loss Ratios, Experience Modification Ratings and Audit Dispute Resolution.
• Develop marketing plan 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 & 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 client on risk and compliance issues.
• Review Certificates of Insurance for compliance with Contracts, Leases, etc. including the ability to 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 relationship with underwriters.
• Support and communicate with the Risk Advisor to develop and retain accounts.
• Have the ability to independently conduct client meetings, trainings, and deliver proposals to the clients.
• Demonstrates exceptional attention to detail and the technical insurance knowledge necessary to identify discrepancies, coverage issues, and documentation errors.
• This position does not have supervisory responsibilities but is expected to mentor new team members and lower level positions. Informs Supervisor/Manager of all matters that may give rise to an E&O claim.

Qualifications:

• Current California Insurance License
• 5+ Years Client Management Experience
• Industry Designations
• Proficiency of PC Applications