Client Manager
About The Position
The Client Manager, Business Insurance contributes to revenue growth by developing a deep understanding of clients’ businesses, strategic priorities, risk strategies, and risk management needs, and by assisting with implementing solutions that address those needs. The role supports business insurance accounts through exposure analysis, coverage coordination, program design and evaluation, servicing, renewals, and marketing new and renewal business. It also helps maintain client retention through high-quality, timely service and supports producers with underwriting information and rating for new business.
Requirements
- At least 8 years of experience in an agency or brokerage environment, with demonstrated knowledge of Property & Casualty Insurance.
- High school diploma.
- P&C licensure, or the ability to obtain it within 90 days of employment.
- An insurance designation or demonstrated equivalent coverage knowledge.
- Effective oral and written communication and relationship-building skills.
- Proficiency with agency management systems; Sagitta and ImageRight are preferred.
- Proficiency with Microsoft Office products, including Word, PowerPoint, and Excel.
- Exceptional time-management and organizational skills.
- Ability to work as a self-starter, demonstrate resourcefulness, and apply problem-solving skills.
- Competent coverage, underwriting, and risk-management knowledge.
Nice To Haves
- Associate or bachelor’s degree.
- Experience with Sagitta and ImageRight agency management systems.
Responsibilities
- Analyze exposures and coordinate coverage, program design, and evaluation.
- Service, renew, and market new and renewal business insurance accounts.
- Review policies for correct coverage, limits, and quoted premiums.
- Prepare exposure and premium comparisons, renewal reviews, and renewal proposals, including guaranteed-cost and loss-sensitive programs.
- Communicate directly with clients, underwriters, brokers, and others.
- Obtain underwriting information and pricing.
- Process endorsements.
- Review loss runs monthly, quarterly, or semiannually based on account premium and loss history.
- Actively participate in quarterly Client Claims Reviews.
- Support producers in obtaining underwriting information and rating new business.
- Contribute to client retention through high-quality and timely service.
Benefits
- Health and welfare benefits
- Tuition assistance
- 401(k) savings and other retirement programs
- Employee assistance program
- Career mobility
- Volunteer opportunities
- Performance-based incentives may be available
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
