Senior Client Manager – Business Insurance

Role Overview

• Assist the production team in the production and service of new and existing accounts
• Support a book of business consisting of large and complex middle market accounts
• Working knowledge of Agency Management System to include navigation and delegation of tasks to team members
• Initial rate negotiations for renewal and competitive quotes
• Organizes responses and presents to Client Team / Producer for review
• Understands when to escalate complex negotiations to Client Team / Producer for assistance
• Actively directing/managing Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects etc.)
• Develops positive working client relationships
• Capable of communicating with various leadership levels of client organizational structure (i.e. Office Manager, Controller, Safety Director, CEO, CCO, CFO)
• Informs Client Team of any significant changes relating to the client or the carrier
• In conjunction with Producer, leads Client Team in renewal strategy meetings
• Takes action on executing or delegating deliverables to Client Team and managing task completion
• Assisting other Sr. CM's during high volume times as needed
• Prepares client presentations to include developing meeting agendas
• Attends, and as directed by Producer, leads portions of the client meeting
• Coordinates with the client team and Subject Matter Experts for resources where applicable (Loss Control, Communications, Claims, etc.)
• Provides New Business and Renewal Support based on specific tasks

Requirements

• 5-7 years prior experience
• Advanced Degree (RMIN, Finance, Accounting) experience a plus
• Advanced Designation Preferred (CIC, CRM, ARM, CPCU)
• Manages a book of business at the direction and under guidance of the Client Team or Sales
• Collaboration with medium complexity and integrated specialization
• Advanced application of prioritization & organizational skills
• Advanced project management including delegation
• Strong carrier relationships with field reps, marketing, and underwriting
• Extensive knowledge of products/lines and marketing techniques.
• Ability to convey how products are utilized and administered to clients and team members.
• Up to date with current trends, regulations, etc.
• Advanced application of tools & resources
• Expert application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel.

Benefits

• Generous time off, including personal and volunteering
• Health Insurance
• 401k
• Professional development opportunities
• Hybrid work
• Six week paid parental leave for the birth or adoption of a child
• Charitable contribution match programs
• Stock purchase opportunities