Associate Client Manager – Innovation Practice

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

📋 Description

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

• Deliver prompt, efficient, and high-quality service for assigned accounts.

• Collect information and provide risk management recommendations for renewals.

• Issue renewals and/or binders as necessary.

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

• Engage with clients, the organization, and Insurance Company Partners in a timely and comprehensive manner.

• Handle calls and office visits from individuals seeking quotes, coverage alterations, and/or new policies.

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

• Review current accounts for opportunities to solicit additional lines of insurance via mail and/or telephone prior to renewal.

• Build and maintain relationships with Insurance Company Partners while staying informed about carrier requirements and attributes.

• Identify potential improvements for the firm, business segment, and operational processes.

• Report issues and discrepancies to the appropriate leadership.

⛳️ Requirements

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

• In-depth technical knowledge of general insurance market conditions and specific underwriting appetites of insurance carriers.

• Proficiency in analyzing complex risk exposures and existing insurance coverages, alongside developing suitable recommendations for clients and prospects.

• Ability to collaborate as part of a professional team and cultivate relationships with other business segments within the firm.

• Exhibit the firm’s behavioral principles and behaviors that align with corporate culture.

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

• Acquire and maintain a Property and Casualty state insurance license or other required state insurance licenses, as mandated by the State Department of Insurance, or be willing and able to obtain all necessary licenses within the first 90 days of employment.

• Bachelor’s degree preferred.

🏝️ Benefits

• Comprehensive health insurance plans.

• Retirement savings options with company matching.

• Opportunities for professional development and further education.

• Flexible work schedule and remote work options.