Associate Client Manager, Commercial Risk - Founder Shield
Core
Managing small business insurance renewal accounts, broking/quoting, and binding coverage for clients with $5,000-$10,000 in revenue.
Role type
Associate Client Manager (Commercial Risk)
Builds
Insurance policies and risk management solutions for small businesses
Domain
Insurance brokerage / Commercial Risk
Deliverable
client delivery
Required skills
P&C insurance licensing, broking and quoting, policy binding and management, carrier liaison, account rounding, Salesforce proficiency
Preferred skills
Bachelor's degree, 2-3 years relevant experience, entrepreneurial spirit
Technologies
Salesforce
Responsibilities
Manage small business renewal accounts from start to finish, facilitate policy marketing and quoting, foster relationships with insurance carriers, identify account rounding opportunities, handle policy changes and billing issues, compile document bundles to bind policies, update internal information management systems