Client Manager, Business Insurance
Core
Assist clients with service and risk management needs, manage relationships with clients, prospects, and producers to provide best-in-class service and drive growth.
Role type
Client Manager (Business Insurance)
Builds
Business insurance solutions for organizations and individuals
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Business Insurance knowledge, Property & Casualty licensing, client relationship management, billing resolution, policy administration
Preferred skills
Insurance designations (INS, AAI, CISR), Sagitta/EPIC/CSR24/ImageRight proficiency, Trucking industry experience, CPCU/CIC/ARM/AU designations
Technologies
Sagitta, EPIC, CSR24, ImageRight, Microsoft Word, Microsoft Excel
Responsibilities
Answer client questions, resolve billing issues, make policy changes, manage client and prospect relationships, drive business growth
Seniority
Mid-level (3+ years experience)