Client Manager, Commercial Risk – Insurance Advisor Solutions

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

📋 Description

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

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

• Execute accounting tasks and mathematical functions, including invoicing and premium allocation.

• Oversee claims, relay claims information, and assist insured clients in coordination with claims processes.

• Participate in client meetings alongside the Advisor or Director of Risk Management as needed.

• Support colleagues with client inquiries and processing tasks.

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

• Address client inquiries through phone and email, ensuring timely follow-up for service satisfaction.

• Advise clients on coverage and exposure, recommending and securing additional coverage as necessary.

• Actively seek referrals and generate new business opportunities utilizing prospect databases and automation systems.

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

• Identify opportunities for process enhancements and escalate issues and discrepancies 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, with effective presentation abilities.

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

• Capability to learn insurance company and firm-specific software applications.

• Ability to thrive in a fast-paced, multitasking environment.

• Willingness to travel as required.

🏝️ Benefits

• Competitive salary with performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with employer matching contributions.

• Opportunities for professional development and continuing education.

• Flexible working hours and work-from-home options.