Client Manager

This Client Manager role is responsible for a blend of internal partnership & delivery activities and client facing functions, utilizing the incumbent’s professional skills in Commercial Property and Casualty Insurance.  These can include day to day service activities such as client inquiries and requests, endorsement processing and other client deliverables, as necessary.  The Client Manager role also has responsibility for maintaining client relationships and retention, while also ensuring client profitability on a personally assigned book of business, within the assigned team.  

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

• Responsible to manage and retain Select accounts as determined by revenue, industry, coverage needs, and other factors
• Maintain knowledge of market trends and changes to anticipate or understand shifting client needs
• Reviewing and interpreting customer contracts to ensure client has the appropriate coverages as required by their vendors and other business partners
• Scheduling of internal and external strategy meetings and documenting and socializing the outcomes of the meeting
• Review, finalization, and delivery of current and expiring exposures
• Work with multiple key parties (both internal and external) to request and gather updated exposures and underwriting information
• Obtain updated client exposure documentation and perform needs and gap analysis to ensure appropriate coverages are applied
• Manage implementation of accurate billing for clients based on client/carrier instructions
• Design, prepare, negotiate, and deliver fee/compensation agreements to clients as needed
• Manage process delivery to ensure any legal and/or compliance needs are met
• Responsible for completion of client proposals and other client deliverables
• Uses experience and expertise to contribute to ongoing process improvement activities
• Partnership with peers and resources in domestic and international service centers