Client Manager - Commercial Insurance
Core
Provide advanced technical support and administrative duties for commercial insurance clients, including coverage analysis, policy management, and renewal preparation.
Role type
Client Manager (Commercial Insurance)
Builds
Renewal proposals, policy documents, and client service reports
Domain
Commercial Insurance
Deliverable
client delivery
Required skills
insurance terminology, commercial insurance lines, experience modification projections, policy checking, loss run analysis, accounts receivable collection, E&O audit participation, MS Office proficiency
Preferred skills
advanced insurance designations, continuing education pursuit
Technologies
Intellicomp, MS Office (Word, Excel, Outlook)
Responsibilities
Analyze coverages and claims data for new and renewal business, prepare renewal specifications and rough draft proposals, manage marketing of renewal business, review and correct policy checking notes, review loss run and claim status reports, prepare Loss Summaries and Large Loss Reports, conduct periodic client visits for new business and renewal presentations, assist with collections of Accounts Receivable, participate in E&O Audits
Seniority
Mid-level, hands-on IC