Client Manager - Commercial Insurance

Client Manager

The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members. In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.

Essential Duties & Responsibilities

• Continue to perform all duties of a Client Administrator at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business.
• Proactively prepare renewal specifications and rough draft proposals.
• Assist with and / or manage the marketing of renewal business as directed by Client Executive.
• Prepare experience modification projections using Intellicomp or other available software.
• Review accuracy of experience modification calculations published by state rating agencies / bureaus.
• Timely review policy checking notes from policy checkers and make corrections to the policy as necessary. Review issues with Client Executive as necessary. As needed, check policies on your own as needed if time allows or a rush situation. Manage the timely delivery of the policies to the client either via email, in person or via online portal. Assist Client Executives in completion of Stewardship Reports.
• Review loss run and claim status reports.
• Prepare Loss Summaries and Large Loss Reports.
• Periodic visits to clients with Client Executive, including active participation in new business and renewal preparation and presentation.
• Assist with collections of Accounts Receivables.
• Participate in E&O Audits.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.

Education and / or Experience

Work Environment & Physical Demands