Senior Middle Market Client Manager at Reliance Matrix advising on client benefit plans and contracts while ensuring client growth and operational excellence.
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
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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