Client Manager

Client Manager

Under minimal supervision, the Client Manager will handle accounts under $20,000 of income. This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs.

Essential Duties & Responsibilities

For Business Under $20K of Income :

• Managing renewals and new business.
• Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of income.
• Solicits and follows up for renewal information from the client.
• Designs, markets and negotiates client renewals and new business with the insurance carriers.
• Prepares proposal and attends client meetings to discuss the renewal proposal.
• Binds insurance terms as directed by the client.
• Transmits binders to the client in a timely manner.

Provides the client with day to day service :

Oversees the administration of the insurance program processing :

Maintains Client Information :

For Business Over $20K of Income :

Development Skills

Education and / or Experience

Work Environment & Physical Demands

The applicable base salary range for this role is $63,100 to $117,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.