Client Manager - Commercial Insurance

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.
• Consult with clients on day-to-day inquiries about their insurance program.
• Advises the client and carrier of any changes necessary to their insurance program.
• Oversees the administration of the insurance program processing : Endorsements, Certificates of Insurance, Invoices, Account Receivables, Finance Agreements, Audits, Processes automatic renewals.
• Maintains Client Information.
• Updates Sagitta.
• Maintains client files in IR.
• Summaries and schedules of insurance.
• Supports Client Service Executive on renewals and new business.
• Prepares renewal information request.
• Maintains Sagitta with updated client information.
• Prepares Acord applications.
• Prepares Loss Summaries and Large Loss Reports.
• Review accuracy of experience modification calculations published by state rating agencies / bureaus.
• Assists CSE with completion of Stewardship and Renewal Strategies.
• Oversees the administration of the insurance program as outlined above.
• Assists CSE with timely delivery of policies to the client.
• Review policies as assigned by the Client Service Executive and discuss with and provide suggestions to Client Service Executive regarding any areas of concern.
• Periodic visits to clients with Client Service Executive, including active participation in new business and renewal preparation and presentation.
• Participate in PAR E&O Audits.

Education and / or Experience :

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.