Client Manager - Business Insurance
Core
Managing client accounts for business insurance, coordinating marketing processes, preparing proposals, and binding coverage.
Role type
Client Manager (Business Insurance)
Builds
Insurance policies and coverage solutions for commercial clients
Domain
Insurance / Property & Casualty
Required skills
Client account management, proposal preparation, policy documentation, risk assessment, negotiation, Microsoft Office proficiency, Property/Casualty licensing
Preferred skills
Commercial lines underwriting experience, carrier/broker background, Sagitta & Epic system experience, AAI/CIC/CISR/CRIS designations, college education
Technologies
Sagitta, Epic, Microsoft Office
Responsibilities
Oversee servicing of a diverse book of business ensuring accuracy and proper handling of policies; Direct gathering and preparation of submission information for the marketing process; Prepare and present comprehensive insurance proposals and bind coverage; Assist with marketing and placement of new and renewal business; Serve as primary point of contact for clients; Conduct assessments of clients' business risk programs and provide strategic recommendations; Work closely with Producers and cross-functional teams.
Seniority
Mid-level, 3+ years experience