Overview
Responsible for driving the overall client strategy in order to meet and exceed client expectations and growth goals Leverage knowledge of the clients to manage this book of business, which includes renewals and growth of existing accounts. Coordinate involvement of company personnel including service and local leadership to meet or exceed strategic objectives, conducting stewardship reviews, developing / executing strategic plans that will achieve our clients' goals while contributing profitable growth for the company Work closely with the service team to ensure both a timely resolution and satisfactory outcome to client issues. New Program Development : Act as main point of contact on pooling and captive clients Design program structure recommendations Coordinate vendor services for legal, captive / program management, actuary; review contracts Review governing documents (membership / participation agreements) Prepare and / or review required regulatory submissions and participate in meetings with regulators Design underwriting applications Oversight of the renewal processing, including collecting data for actuarial analysis, reviewing actuarial analyses, and establishing underwriting and rating guidelines Manuscript new policy wording; all lines of coverage Coordinate broker placement of primary, excess / reinsurance and ancillary lines including market submission, proposal reviews, and recommendations Board and Captive Support : Coordinate vendor items Prepare agendas and meeting materials Coordinate travel / meeting logistics Review financial audits and required regulatory filings Provide peer-review support as needed Request for Proposals : Research and provide participant recommendations Draft materials specific to client requirements Manage process, timeline, and communications to client and participants Review and provide detailed analysis of proposals Coordinate and participate in oral interviews Provide client with general observations and recommendation for consideration Other Services : Review and recommend coverage enhancements for existing programs Prepare detailed coverage comparisons and coverage analysis Review legislative changes impacting programs; provide recommendations for changes Review and monitor program invoices for accuracy and compliance About You Required : Bachelor's degree and 6 years related experience OR High School Diploma / GED and 10 years related experience required. Willingness to travel as needed (up to 20%) Preferred : Additional designations such as CPCU, ARM, CIC, etc. Property and casualty producer’s license (life and health license preferred, but not required) Prior experience using a sales management tool Professional designation related to life & health Excellent verbal, written, and presentation skills Keen problem-solving skills; focusing solutions on the root cause Strong project management skills Proven ability to create and implement a system or program Strong technical insurance (policies and various property and casualty coverage forms) knowledge Behaviors : Successfully manage competing priorities Proficient using technology as a tool to maximize productivity and quality Build collaborative and mutually meaningful relationships with internal and external clients Comfortably engage others in a consultative sales dialogue #LI-KK2 #Remote Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market / geography, complexity or scope, specialized skill set, lines of business / practice area, supply / demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve : Medical / dental / vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include : Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more...
Program Director • Phoenix, Arizona