Associate Client Manager, Commercial Risk – Insurance Advisory Solutions

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a technical resource for clients, advisors, Insurance Company Partners, and potential clients.

• Collect information and provide risk management recommendations for policy renewals.

• Issue renewals and/or binders as necessary.

• Support in managing policy activities for assigned accounts, which includes endorsements and invoicing.

• Ensure timely and thorough communication to reduce the risk of errors and omissions claims.

• Handle inquiries from calls and office visitors regarding quotes, coverage alterations, and/or new policies.

• Assess acceptability and placement, complete applications or endorsements, and collect premiums when applicable.

• Review current accounts for additional insurance lines and reach out via mail and/or phone prior to renewal.

• Build and maintain relationships with Insurance Company Partners while keeping updated on carrier requirements and attributes.

• Identify opportunities for enhancing the firm, business segment, and processes.

• Report issues and discrepancies to the relevant leadership.

⛳️ Requirements

• Capability to establish relationships with key insurance markets and carrier representatives.

• In-depth technical understanding of general insurance market trends and the underwriting appetites of specific insurance carriers.

• Proficiency in analyzing complex risk exposures and existing insurance coverages, along with formulating suitable recommendations.

• Ability to collaborate effectively as part of a professional team and foster relationships with other business segments of the Firm.

• Exhibit the Firm’s behavioral principles and align with the corporate culture.

• Minimum of 3–5 years of relevant insurance experience or experience in a related industry.

• Acquire and maintain a 2-20 state insurance license or other state-specific insurance licenses as mandated by the State Department of Insurance, or be willing and able to secure all necessary licenses within the first 90 days of employment.

• Bachelor’s degree is preferred.

🏝️ Benefits

• Opportunity for remote work.

• Full-time employment.