Insurance And Risk Management Specialist
San Diego, California
$115,000 - $145,000 Annually
What is it for you: Top-ranked insurance and risk management firm based in San Diego. Recognized repeatedly as a "Best Place to Work" both locally and nationally. Deeply values culture, community involvement, personal growth, and employee wellbeing. Stable, growing company with tremendous opportunity for career advancement Competitive compensation and benefits
Job Type : Full Time
Location : San Diego, California
Pay : Excellent
What you will be doing:
Provide service to clients in conjunction with the Risk Advisor and/or Executive Client Manager. Become familiar with all assigned clients and ensure they are well serviced. Manage the new business and renewal process, review risk management surveys. Identify exposure to loss and advise clients on appropriate coverages. Understand complex coverages and class code assignments. Conduct proactive analysis of underwriting data, including Loss Ratios, Experience Modification Ratings, and Audit Dispute Resolution. Develop marketing plans with Risk Advisor, Executive Client Manager, and/or insured. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms, pricing, and commissions. Work with underwriters to obtain additional information from clients. Create and manage client and insurance company facing documents, including Statement of Values, Schedules, etc. Work with Risk Control Department to monitor complex or significant risk control and claims issues. Conduct contract and lease reviews to advise clients on risk and compliance issues. Review Certificates of Insurance for compliance with Contracts, Leases, etc., and provide guidance/training to clients on these tasks. Maintain positive client and insurance company relationships. Explain payment requirements to new and existing clients. Maintain positive relationships with appropriate personnel at client firms to assure retention of accounts. Oversee, direct, plan, schedule, and mentor the work of your HPT. Train and give technical supervision to the HPT members. Demonstrate exceptional negotiating, decision-making, advanced knowledge of coverages, and sales skills. Maintain high-level relationships with underwriters. Support and communicate with the Risk Advisor to develop and retain accounts. Independently conduct client meetings, trainings, and deliver proposals to clients. Demonstrate exceptional attention to detail and the technical insurance knowledge necessary to identify discrepancies, coverage issues, and documentation errors. Inform Supervisor/Manager of all matters that may give rise to an E&O claim.
Experience you will need:
Current California Insurance License. 5+ Years Client Management Experience. Industry Designations. Proficiency in PC Applications. Ability to lead through actions and embrace responsibilities. Continuous learner who is always seeking to improve. Team-first mentality and ability to create ways to make peers better. Deliver exceptional level of service to those you work with. Strong interpersonal skills and thrive in a team environment. Effective communicator; both written and verbal. Trusted to handle confidential and sensitive information. Strong organization and project management skills. Ability to focus on the task-at-hand and multi-task as needed. Great attention to detail and producing high-quality work. Ability to grasp complex issues and establish proactive solutions. Strong editing and writing skills. Positive attitude and work ethic.
Property & Casualty Sr. Client Manager ( Remote ) #ESF2949 • San Diego, CA, US
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