Client Partner leading state and local government consulting engagements for WiredPeople, Inc. Building high - value partnerships and overseeing executive client leadership in Texas.
About the role
- Client Manager managing overall workflow and commercial insurance lines for assigned clients at Marsh McLennan Agency. Responsible for client contact, internal collaboration, and service responsibilities.
Responsibilities
- Main point of contact for the client – addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies
- Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties
- Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
- Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable
- Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business
- Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking
- Conduct all business in accordance with established policies and procedures
- May attend client meetings on or off site on occasion
- Other duties as assigned
Requirements
- 3+ years in commercial lines insurance
- Licensed in Arizona Property/Casualty (or ability to transfer existing license)
- Ability to effectively communicate, both written and verbally, to internal and external parties
- Excellent time management, organizational and multi-tasking skills with high attention to detail
- Ability to build and maintain effective relationships with clients, carriers and peers
- Ability to work independently and in cross-functional teams
- Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)
Benefits
- Health insurance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Client Partner role at WiredPeople, Inc. leading public sector sales and partnerships with government entities. Responsible for portfolio growth, client leadership, and operational excellence.
Senior Middle Market Client Manager at Reliance Matrix advising on client benefit plans and contracts while ensuring client growth and operational excellence.
Client Manager handling commercial lines insurance for clients at Marsh McLennan Agency. Proactively manages workflow and serves as main contact for client inquiries.
Senior Client Manager managing accounts and tax returns for diverse clients in a hybrid work model, mentoring a team while maintaining high service standards.
Sr. Client Manager assisting in the coordination of carrier relationships at The Baldwin Group. Leading service teams on large accounts and developing placement strategies for insurance clients.
Sr. Client Manager serving as a technical resource for clients in insurance and risk management. Managing policy activities and compliance while cultivating relationships with insurance partners.
Client Partner at Emergn opening and growing strategic enterprise relationships, leading complex sales. Teaching businesses the real cure to their problems for long - term success through consultancy.
Sales & Client Manager for Top Doctors Group managing UK healthcare clients. Focusing on renewals, upselling, and ensuring client satisfaction with digital healthcare solutions.
Retail Client Manager at Bank of America managing dealership relationships to enhance Auto & RV loan applications. Focusing on client acquisitions and portfolio management for successful partnerships.