Client Manager - Commercial Insurance

Client Manager

Under minimal supervision, the Client Manager will handle accounts. 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

• 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
  • Consult with clients on day-to-day inquiries about their insurance program.
  • Advises the client and carrier of any changes necessary to their insurance program
• Oversees the administration of the insurance program processing
  • Endorsements
  • Certificates of Insurance
  • Invoices
  • Account Receivables
  • Finance Agreements
  • Audits
  • Processes automatic renewals
• Maintains Client Information
  • Updates Sagitta
  • Maintains client files in IR
  • Summaries and schedules of insurance
• Supports Client Service Executive on renewals and new business
  • Prepares renewal information request
  • Maintains Sagitta with updated client information
  • Prepares Acord applications
  • Prepares Loss Summaries and Large Loss Reports
• Review accuracy of experience modification calculations published by state rating agencies/bureaus.
• Assists CSE with completion of Stewardship and Renewal Strategies
• Oversees the administration of the insurance program as outlined above.
• Assists CSE with timely delivery of policies to the client.
• Review policies as assigned by the Client Service Executive and discuss with and provide suggestions to Client Service Executive regarding any areas of concern.
• Periodic visits to clients with Client Service Executive, including active participation in new business and renewal preparation and presentation
• Participate in PAR E&O Audits.

Education and/or Experience

• Bachelor's degree plus 2-3 years of daily World Class Client service is required; or, a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily World Class Client service.
• Maintain a valid unrestricted California Fire & Casualty Solicitors license.
• Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
• Significantly exceed expectations in existing position if currently employed at MMA
• Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of Business Insurance insurance.
• Proficiency with MS Office Software (Word, Excel, Outlook).
• Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Occasional travel to client sites may be required. Travel may consist of an overnight stay.
• Individual shall not pose a direct threat to the health or safety of other individuals in the workplace.