Client Manager
Core
Manage insurance accounts under $20,000 income, designing programs, negotiating renewals with carriers, and providing day-to-day client service.
Role type
Client Manager (Insurance Brokerage)
Builds
Insurance policies, renewal proposals, and client service plans
Domain
Insurance brokerage
Required skills
Insurance program design, carrier negotiation, account administration, client communication, data entry, policy binding, experience modification analysis
Preferred skills
Advanced insurance designations, analytical skills, strategic planning
Technologies
Sagitta, IR, Intellicomp, MS Office
Responsibilities
Manage renewals and new business for accounts under $20K, act as initial point of contact for clients and carriers, design and market insurance programs, prepare proposals and attend client meetings, bind insurance terms, process endorsements and certificates of insurance, maintain client files and account information, support Client Service Executives on accounts over $20K, mentor Client Administrators and Insurance Associates
Seniority
Mid-level, hands-on IC