Senior Client Manager

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

📋 Description

• Cultivate and oversee the overall relationship with clients, ensuring business retention and high levels of satisfaction.

• Identify and develop new business opportunities for both existing clients and potential prospects.

• Initiate the renewal process for current clients, discussing and formulating a renewal strategy.

• Analyze and evaluate current exposures, creating renewal or new business specifications for marketing efforts.

• Conduct marketing initiatives, negotiate rates, and assess quotes and coverages for competitiveness and precision.

• Independently review policies and determine suitable coverage, identifying any potential deficiencies.

• Summarize marketing results and prepare comprehensive proposals.

• Finalize proposals and create presentations.

• Bind insurance coverage and prepare binders or delegate certificate issuance as needed.

• Verify the accuracy of policies and review contracts thoroughly.

• Prepare summaries or schedules of coverage tailored for clients.

• Analyze client accounting history, address accounting inquiries, correct discrepancies, and engage with clients regarding receivable collections.

• Offer technical support to staff assisting with client requirements or procedural challenges.

• Engage in the claims process as directed by management.

• Inform the Producer of relevant information concerning client retention.

• Collect fees and reconcile any outstanding balances within 90 days from the invoicing date.

• Adhere to agency management system data standards and maintain data integrity by entering and keeping complete and accurate information.

⛳️ Requirements

• A Bachelor’s degree or an equivalent combination of education and experience is required.

• A minimum of five (5) years of related work experience in the Private Client/High Net Worth insurance sector is required.

• Experience with Private Clients is mandatory.

• A valid insurance license is required.

• Must fulfill Continuing Education requirements for license renewal.

• Proficiency in Microsoft Office Suite is essential.

• Knowledge of a diverse range of customizable coverages for private clients is necessary.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and continuing education.

• Flexible work arrangements to promote work-life balance.