Client Manager, Commercial Risk - Innovation Practice
Core
Manage day-to-day commercial insurance accounts, including policy administration, renewals, claims coordination, and client service.
Role type
Commercial Account Manager
Builds
Insurance policies, claims documentation, and client service solutions
Domain
Commercial Insurance
Deliverable
client delivery
Required skills
Commercial insurance account management, policy administration, claims management, contract review, client relationship management, invoicing and premium allocation, carrier relationship management, business development
Preferred skills
State insurance licensing, Microsoft Office proficiency, process improvement
Technologies
Microsoft Word, Excel, PowerPoint, Outlook, agency management software
Responsibilities
Manage day-to-day activities for assigned commercial insurance accounts, including policy reviews, policy changes, renewals, contract reviews, certificates, marketing activities, and surplus lines filings. Maintain accurate and complete client records within the agency management system. Serve as a responsive point of contact for client questions by phone and email. Support claims management by monitoring claims, maintaining current claim information, and assisting insureds in coordination with claims teams. Prepare professional client correspondence, renewal materials, insurance documentation, and other account-related communications. Perform accounting and mathematical activities such as invoicing, premium allocation, and other financial or administrative tasks. Review leases, contracts, financial statements, and other client materials in connection with insurance requirements. Counsel clients on coverage and exposures and identify opportunities for additional or appropriate insurance protection. Build and maintain strong working relationships with insurance carrier partners. Develop referrals and new business opportunities through existing client relationships.
Seniority
Mid-level, hands-on IC