Senior Client Manager

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

📋 Description

• Takes the lead in client service independently, encompassing all primary activities outlined below.

• Operates autonomously on the majority of decisions without supervision and communicates renewal messaging for most clients within the portfolio.

• Applies judgment on more manual renewals to implement the service plan effectively.

• Possesses an in-depth understanding of markets to provide well-informed recommendations to clients.

• Assesses exposures and renewal quotes thoughtfully.

• Reviews forthcoming renewals to identify which accounts require remarketing.

• Provides recommendations for coverage options.

• Utilizes a comparative rater tool to gather quotes.

• Manages agency billing where applicable.

• Secures signed binding documents and informs carriers accordingly.

• Reviews binding documents to ensure accuracy.

• Responsible for rounding out accounts and promoting comprehensive service offerings.

• Establishes and maintains precise account details, contacts, and policy information in EPIC.

• Processes renewals, endorsements, acknowledgments, cancellations, and proofs of insurance.

• Attaches, organizes, and labels documents appropriately in EPIC.

• Initiates endorsements, proofs of insurance, and invoices as needed.

• Leverages templates and system-generated letters and forms to create standardized communications for clients and carriers, including BOR, client pre-renewal letters, proposal letters, change requests, etc.

• Creates activities in EPIC and assigns them to the relevant team members.

• May be tasked with retrieving items such as MVR, CLUES, Risk Meters, RCE, etc.

⛳️ Requirements

• Minimum of 3 years’ experience in Personal Property & Casualty with a thorough understanding of insurance coverages.

• Must possess a valid state Property & Casualty insurance license.

• Proficiency in Excel (particularly with formulas, charts, and tables), Word, and other Microsoft Office products is essential.

• Quick to grasp new technology platforms.

• Experienced in agency management systems and carrier websites.

• Demonstrates a hands-on approach to customer service.

• Cultivates effective relationships with clients, coworkers, and colleagues.

• Capable of working collaboratively in a team setting.

• Easily earns the trust and support of peers.

• Possesses a comprehensive understanding of client needs, competitive market conditions, industry trends, and is recognized as a subject matter expert both internally and externally.

• Ensures work output is consistent and accurate.

• Highly detail-oriented and organized.

• Able to apply these skills effectively in a fast-paced environment.

• Capable of developing both short- and long-term strategies that significantly impact clients/prospects and the business.

• Anticipates challenges and identifies solutions to overcome them.

• Provides resolutions to a wide range of issues.

• Employs critical thinking to pinpoint key obstacles and resolve complex situations.

• Skilled in solving intricate problems by adopting a fresh perspective on standard products/services.

🏝️ Benefits

• Equal Employment Opportunity

• Reasonable accommodations for applicants with disabilities