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