Senior Client Manager - TEMP
The Jonus Group•Santee, CA
•Remote
About The Position
Seeking a highly skilled and experienced Commercial Lines Senior Client Manager to join a team on a temporary basis, with the potential for a permanent position. This role involves independently managing a select book of commercial clients, ensuring client satisfaction, and providing strategic planning. The ideal candidate will demonstrate exceptional customer service leadership and technical expertise.
Requirements
- Minimum of 3 years of experience in Commercial Property & Casualty insurance with a comprehensive understanding of insurance coverages.
Responsibilities
- Evaluate exposures, obtain quotes, and finalize negotiations with carriers.
- Analyze client risks and provide tailored recommendations.
- Determine appropriate markets within the Core Carrier Strategy.
- Develop solutions and prepare for strategy meetings with Client Advisors.
- Create and submit complete carrier submissions.
- Review binding documents for accuracy and ensure timely notifications to carriers.
- Conduct contract reviews and maintain accurate account details in EPIC.
- Process renewals, endorsements, cancellations, and proofs of insurance.
- Organize and manage documentation in EPIC, ensuring accuracy and accessibility.
- Generate standard communications to clients and carriers using templates and system tools.
- Collaborate with team members by creating and assigning activities in EPIC.
- Handle tasks such as ordering loss runs, generating proofs, and reviewing endorsements and audits.
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What This Job Offers
Career Level
Senior
Education Level
No Education Listed
