Client Manager, Commercial Risk
3 months ago
The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.
PRIMARY RESPONSIBILITIES:
Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.Responsible for assisting in establishing and maintaining appropriate carrier relationshipsMaintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategyStay informed on regulatory changesCompletes special projects as assignedContinually seeks opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadershipServes as a mentor to colleagues as requested
KNOWLEDGE, SKILLS & ABILITIES:
EDUCATION & EXPERIENCE:
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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