Business Insurance Sr. Client Manager
Core
Managing business insurance portfolios, leading client teams, and executing renewal strategies for commercial clients.
Role type
Senior Client Manager (Business Insurance)
Builds
Client retention and growth through strategic insurance solutions
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Client relationship management, Renewal strategy, Team leadership, Rate negotiation, Proposal development, Carrier relations, Contract review, Exposure analysis, Project management, Microsoft Office (Excel, PowerPoint)
Preferred skills
Advanced Designation (CIC, CRM, ARM, CPCU), Advanced Degree (RMIN, Finance, Accounting)
Technologies
Agency Management System, Reference Connect, Playbook, MMA U, Loss Forecaster, CAT Modeling, Mod Master
Responsibilities
Lead Client Team in renewal strategy meetings, Negotiate rates and coverage with carriers, Develop client presentations and meeting agendas, Manage task delegation to junior team members, Perform renewal exposure analysis and premium allocation, Execute contract reviews and audit reviews
Seniority
Senior, hands-on IC