Senior Client Manager/ Team Lead for Commercial P&C
Core
Senior client-facing team lead managing service delivery, retention, and growth for a commercial P&C book of business focused on Charter Schools.
Role type
Senior Client Manager / Team Lead
Builds
Client service programs and retention strategies for Charter School clients
Domain
Commercial Property & Casualty Insurance
Deliverable
client delivery
Required skills
commercial P&C insurance expertise, client relationship management, negotiation, team leadership, data analysis, risk management, coverage strategy, regulatory compliance
Preferred skills
Sagitta, ImageRight, insurance designations (CIC, CRM, CPCU), complex shared/layered programs, project management
Technologies
Sagitta, ImageRight, Microsoft Excel
Responsibilities
Serve as primary expert resource for clients on risk management and coverage; analyze client data and strategize coverage/exclusions; negotiate premiums and commissions with carriers; mentor Client Managers and Assistant Client Managers; prepare renewal specifications and presentations; manage workflow and delegate administrative tasks
Seniority
Senior, hands-on IC with supervisory duties