Business Insurance Senior Client Manager supporting the production team for new and existing accounts, managing complex middle market accounts and leading client strategy meetings.
Responsibilities
Assist the production team in the production and service of new and existing accounts
Support a book of business consisting of large and complex middle market accounts
Working knowledge of Agency Management System to include navigation and delegation of tasks to team members
Initial rate negotiations for renewal and competitive quotes
Organizes responses and presents to Client Team / Producer for review
Understands when to escalate complex negotiations to Client Team / Producer for assistance
Actively directing/managing Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects etc.)
Develops positive working client relationships
Capable of communicating with various leadership levels of client organizational structure (i.e. Office Manager, Controller, Safety Director, CEO, CCO, CFO)
Informs Client Team of any significant changes relating to the client or the carrier
In conjunction with Producer, leads Client Team in renewal strategy meetings
Takes action on executing or delegating deliverables to Client Team and managing task completion
Assisting other Sr. CM's during high volume times as needed
Prepares client presentations to include developing meeting agendas
Attends, and as directed by Producer, leads portions of the client meeting
Coordinates with the client team and Subject Matter Experts for resources where applicable (Loss Control, Communications, Claims, etc.)
Provides New Business and Renewal Support based on specific tasks
Requirements
5-7 years prior experience
Advanced Degree (RMIN, Finance, Accounting) experience a plus
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