Client Manager - Property & Casualty Insurance

The Plexus Groupe•Ela Township, IL

2d•$70,000 - $90,000•Hybrid

About The Position

The role of Property & Casualty Client Manager (CM) serves as the primary business contact for the client and is responsible for client satisfaction. The CM is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the CM is expected to build relationships with clients to encourage new and repeat business opportunities.

Requirements

BA/BS degree or equivalent experience
5-7 years of experience in insurance field
Ability to communicate to explain complex issues, receive and interpret complex information, and respond appropriately
Ability to work independently as well as in teams
Ability to travel up to 25% for presentations to client, prospect and carrier meetings.
Working knowledge of property and casualty insurance products and usage, insurance markets, reference to changes in personnel at markets, and alterations occur on policy forms/coverages
Proficient in Microsoft Office Programs, loss forecasting software, agency management systems
Must possess a current and valid State Property & Casualty license

Responsibilities

Responsible for client communications, conflict resolution, and compliance on client deliverables.
Ensure that client issues are efficiently handled
Provide regular two-way communication between the client and the Client Service Team to exhibit strong team representation and manage client expectations appropriately
Ensure that all processes and procedures are completed within the structure of Plexus’ operating model and meet all expected compliance and professional standards
Assist with submissions and proposals, while providing recommendations for standardizing the submission and proposal formats
Assist clients with claims reporting instructions and undertake initial efforts to involve other available resources (i.e. Claims and Legal Team) to resolve outstanding claim situations
Ensure that the Plexus service platform is delivered within the committed timelines. This includes quotations, proposals, endorsements, stewardship reports (where applicable), audit processing and any other service items that are time and date sensitive
Collaborate on establishing strategies to expand the relationship by offering new products and programs to clients which are a fit with their business operations
Perform regular tasks including gathering underwriting and exposure information, complete loss summaries and analyze loss runs, perform policy reviews as necessary, market risks to underwriters and negotiate terms, review quotations of insurance for accuracy, and prepare invoices and follow-up for collections of premiums
Be able to undertake a certain amount of client-related travel with the Team Lead, Client Executive and/or Producer to secure and enhance relationships with prospects and clients
Carry a sense of urgency in supporting the team during the pursuit of expanding an existing relationship and new business opportunities
Assist with providing direction and oversight of any Client Administrators or Coordinators who are part of your team
Be prepared to delegate responsibilities that fall outside of the CM role and provide mentorship
Enthusiastically engage in furthering insurance knowledge through insurance related coursework, classes, seminars and conferences