Senior Client Manager- Commercial Lines

Job Description

Job Description

SUMMARY : Acts as team leader, responsible for managing and coordinating all team accounts

DUTIES AND RESPONSIBILITIES :

• Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares proposals, analysis and summaries as needed.
• Solicits business from potential clients, completes sales and routes documents for processing, opens and services new accounts.
• Markets the account and reviews marketing placements.
• Builds long-term advisory relationship with clients, manages claims and related issues.
• Reviews upcoming renewals 120 days out and sets the course of action by scheduling the team renewal meetings monthly; initiates renewal procedures.
• Identifies cross / up selling opportunities. Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.
• Keeps the team informed of the carrier’s appetites and pricing changes. Attends carrier meetings and disseminates information to the team.
• Responsible for making sure that all the terms and conditions of the insurance policies are properly prepared.
• Performs other related duties as assigned by management.

QUALIFICATIONS :

COMPETENCIES :

PHYSICAL DEMANDS AND WORK ENVIRONMENT :