Client Manager, Commercial Risk – Insurance Advisory Solutions

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

📋 Description

• Accurately and consistently maintain client files within the Agency Management System.

• Draft professional business correspondence through letters, emails, and other communication methods.

• Execute accounting and mathematics-related tasks, which include invoicing and premium allocation.

• Oversee claims, 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 companies.

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

• Provide assistance to colleagues with client inquiries and processing tasks.

• Handle daily client account activities, including policy reviews, updates, contract assessments for certificate processing, renewal documentation, marketing, negotiating insurance programs, surplus lines filings, lease evaluations, and financial statement analyses.

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

• Guide and advise clients on coverage and risks, recommending and securing additional coverage when necessary.

• Seek referrals from existing clients and cultivate new business prospects using prospect databases and automation systems.

• Build and maintain relationships with insurance carrier partners while staying informed about carrier requirements and characteristics.

• Identify opportunities for enhancing the firm, business segments, and processes; escalate issues and discrepancies to the relevant 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.

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

• Strong presentation skills, both verbal and written.

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

• Capacity to learn necessary insurance company and firm software applications.

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

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

• Willingness to travel as required.

🏝️ Benefits

• Opportunity for remote work.

• Full-time employment status.