Assists in establishing and maintaining appropriate commercial carrier relationships
Performs marketing activities for large accounts as assigned
Prepares risk maps or peer reviewing risk maps for assigned accounts
Coordinates service delivery including developing initial placement/renewal strategy
Completes special projects
Looks for opportunities to improve the firm, business segment and processes
Brings issues and discrepancies to appropriate leadership
When requested, serves as a mentor to new colleagues

Bachelor’s degree and working towards a professional insurance designation preferred
10 years’ experience and demonstrated proficiency in Commercial Account Management required
10+ years’ experience and demonstrated proficiency in Commercial Account Management preferred
Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required

Senior Client Manager, Surety

Key skills