Client Manager

Client Manager

Under minimal supervision, the Client Manager will handle accounts. This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs.

Essential Duties & Responsibilities

Managing renewals and new business :

• Acts as the initial point of contact for clients, carriers, and other members of the service team on account under $20,000 of income.
• Solicits and follows up for renewal information from the client.
• Designs, markets, and negotiates client renewals and new business with the insurance carriers.
• Prepares proposal and attends client meetings to discuss the renewal proposal.
• Binds insurance terms as directed by the client.
• Transmits binders to the client in a timely manner.

Provides the client with day to day service :

Oversees the administration of the insurance program processing :

Maintains client information :

Supports Client Service Executive on renewals and new business :

Review accuracy of experience modification calculations published by state rating agencies / bureaus.

Assists CSE with completion of Stewardship and Renewal Strategies :

Education and / or Experience

Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of Business Insurance insurance.

Proficiency with MS Office Software (Word, Excel, Outlook).

Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.

Work Environment & Physical Demands

The applicable base salary range for this role is $63,100 to $117,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.