Senior Client Manager - Commercial Insurance

The Sr. Client Manager will provide advanced technical support to Client Executive Service and perform Client Manager duties for existing clients, working in conjunction with other team members. Responsibilities include developing marketing strategies, negotiating with clients, managing annual timelines, and providing guidance to Marketing teams.

Requirements

• Actively participate in initial strategy meeting with the client
• Analyze coverages and claims data for new and renewal business
• Develop marketing strategy for clients based on their needs
• Negotiate on client’s behalf, drawing on knowledge of the client’s historical trends
• Manage the client’s annual timeline for renewal business
• Review accuracy of experience modification alerting discrepancies
• Proactively prepare renewal specifications and rough draft proposals
• Provide guidance and instruction to Marketing
• Complete COWs and Stewardship Reports
• Deliver policies to the client
• Review and analyze loss run and claim status reports
• Prepare and use Loss Summaries and Large Loss Reports
• Manage collections of Accounts Receivables
• Lead in File Audits
• Periodic visits to clients focusing on client satisfaction and retention
• Develop analytical, customer service, and communication skills
• Manage accounts with minimal supervision
• Learn best practices to present renewal outcomes to the client
• Assess the skills and knowledge of service team member(s)
• Delegate tasks as appropriate
• Responsible for ensuring project is on time and deadlines are being met
• Ensure good file maintenance with documentation of account issues
• Establish and maintain effective and positive working relationships

Benefits

• Health and welfare benefits
• Tuition assistance
• 401K savings
• Other retirement programs
• Employee assistance programs