Senior Client Manager overseeing UK's sales and client activities for Linklaters' Re:link. Driving client engagement strategies and managing key client relationships in a flexible lawyer platform.
About the role
- Business Insurance Client Manager managing a high-profile, complex book of business at MMA. Driving client relationships while supporting business insurance and employee benefits.
Responsibilities
- Independently drive your own book or proactively involved with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
- Maintain client relationships independently or in concurrence with client team.
- Inform account team of any significant changes relating to the client.
- Prepare or review materials for discussion with client team / Producer.
- May depend on client team / Producer for rate/coverage negotiations.
- Organize responses and present them to client team / Producer for review.
- Assists other Client Managers during high volume times as needed.
- Execute on the deliverables as communicated by the client team.
- Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding).
- Attend and actively participate in client meetings when requested by the Producer.
- Provide new business and renewal support based on the following tasks: Compile broker of record letters
- Participate in internal renewal strategy meetings
- Transmit renewal requests to clients via email or Indio
- Gather renewal information from client
- Perform exposure analysis
- Send submissions to market or rates online
- Perform non-admitted carrier due diligence in accordance with state rules
- Perform premium, rate and coverage comparisons
- Generate / update fee agreement
- Finalize proposal upon receipt from vendor and presents to client
- Send bind order to carrier
- Receive binder from carrier and transmits MMA binder to client
- Perform renewal premium allocation
- Provide general service support based on the following tasks: Order endorsements / coverage changes to carrier
- Perform audit reviews and address discrepancies
- Provide basic contract review
Requirements
- 3-5 years prior experience
- Advanced Degree (RMIN, Finance, Accounting) experience a plus
- Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress
- Task leadership, ability to prioritize and organize daily tasks as well as general account management.
- Developing proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members
- Handle smaller, less complex accounts
- Manage a book of business under guidance of Client Team and Sales Collaboration
- Advanced application of prioritization & organizational skills.
- Intermediate application of prioritization & organizational skills
- Proficient Project Management
- Broadening carrier relationships with marketing and underwriting
- Continued development of products/line knowledge and marketing techniques.
- Up to date with current trends, regulations, etc.
- Intermediate application of tools & resources
- Intermediate application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel
- A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability
- Must have an active Property & Casualty license.
Benefits
- Generous time off, including personal and volunteering
- Health Insurance
- 401k
- Professional development opportunities
- Hybrid work
- Six week paid parental leave for the birth or adoption of a child
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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