Hybrid Senior Client Manager – Business Insurance

Posted 19 hours ago

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About the role

  • 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
  • Advanced Designation Preferred (CIC, CRM, ARM, CPCU)
  • Manages a book of business at the direction and under guidance of the Client Team or Sales
  • Collaboration with medium complexity and integrated specialization
  • Advanced application of prioritization & organizational skills
  • Advanced project management including delegation
  • Strong carrier relationships with field reps, marketing, and underwriting
  • Extensive knowledge of products/lines and marketing techniques.
  • Ability to convey how products are utilized and administered to clients and team members.
  • Up to date with current trends, regulations, etc.
  • Advanced application of tools & resources
  • Expert application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel.

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

Senior Client Manager – Business Insurance

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Postgraduate Degree

Location requirements

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