The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.
PRIMARY RESPONSIBILITIES:
- Performs all Account Manager responsibilities as well as:
- Assists in establishing and maintaining appropriate carrier relationships.
- Performs marketing activities for large accounts as assigned.
- Prepares risk maps or peer reviewing risk maps for assigned accounts.
- Coordinates service delivery including developing initial placement/renewal strategy.
- Completes special projects.
- Looks for opportunities to improve the firm, business segment and processes.
- Brings issues and discrepancies to appropriate leadership.
- When requested, serves as a mentor to new colleagues.
KNOWLEDGE, SKILLS & ABILITIES:
- Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
- Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects.
- Exhibits excellent client service and problem-solving skills.
- Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.
EDUCATION & EXPERIENCE:
- A Bachelor's degree is preferred, and either has, or is working towards, a professional insurance designation.
- Must possess at least five years' experience and demonstrated proficiency in Account Management.
- License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required
- Demonstrates effective presentation skills through verbal and written communications.
- Demonstrates the organization's core values, exuding behavior that is aligned with corporate culture.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
