Client Manager, Commercial Risk

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

📋 Description

• Ensure precise maintenance of client files and documentation within the Agency Management System.

• Draft professional business communications through letters, emails, and other channels.

• Conduct accounting and mathematical tasks, including invoicing and premium allocation.

• Oversee claims processes, relay claims information, and keep claims records up-to-date.

• Work collaboratively with Advisors, Directors of Risk Management, Client Service Specialists, agency staff, clients, and insurance providers.

• Participate in client meetings upon request.

• Support colleagues with client inquiries and processing tasks.

• Handle daily client account activities, which include policy reviews, modifications, contract evaluations, certificate processing, renewal documentation, marketing, negotiating insurance programs, surplus lines filing, lease reviews, and financial statement assessments.

• Address client inquiries via phone and email and ensure timely follow-ups for effective service.

• Advise clients on coverage and risk exposure, recommending and placing additional coverage as needed.

• Generate new business opportunities through client referrals, prospect databases, and automation systems.

• Foster relationships with insurance carrier partners and comprehend their requirements.

• Recognize opportunities for enhancing the firm, business segment, and processes; escalate concerns to leadership.

⛳️ Requirements

• Acquire and maintain state insurance license(s) as mandated by the State Department of Insurance, or be prepared to obtain all necessary licenses within the first 90 days of employment.

• Minimum of 3 years of experience in a Commercial Account Manager position.

• Strong verbal and written communication skills.

• Intermediate to advanced proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.

• Capability to learn relevant insurance company and firm software applications.

• Ability to exemplify the firm’s core values and behaviors that align with the corporate culture.

• Competence to thrive in a fast-paced, multi-tasking work environment.

• Willingness to travel as necessary.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Retirement plan options with company matching contributions.

• Opportunities for professional development and continuing education.

• Flexible work schedule and the possibility of remote work.