Associate Client Service Manager - Commercial Insurance
Core
Primary service contact for a low to moderately complex book of business, ensuring client needs are met and retention is positive.
Role type
Associate Client Service Manager
Builds
Client retention and long-term partnerships for a commercial insurance book of business
Domain
Commercial Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Client service, team engagement, client onboarding, renewal management, relationship development, risk assessment, coverage procurement, Microsoft Office (Excel, Word, PowerPoint, Outlook), attention to detail
Preferred skills
CIC or CRM Designation
Technologies
Microsoft Office Suite
Responsibilities
Serve as primary service contact for assigned clients, onboard new clients, manage client renewal process, participate in relationship development, support senior staff on complex accounts, manage Client Engagement Strategy (CES) compliance, maintain insurance knowledge through education
Seniority
Mid-level, individual contributor