Client Manager

Job Title : Client Manager

Department : Diversified

Reports To : Client Service Team Leader - Diversified

FLSA Status : Exempt

POSITION SUMMARY : The Client Manager is a client-facing role responsible for the day-to-day servicing of mid-to-large commercial accounts. This includes marketing insurance programs, ensuring timely renewals, and providing consultative guidance on coverage and exposure changes. The Client Manager partners with Advisors and Client Executives to develop strategic insurance solutions and oversee policy servicing.

KEY RESPONSIBILITIES :

• Develop and maintain proactive communication with clients, advisors, internal teams, and insurance underwriters. Serve as the primary contact for general insurance questions and service needs.
• Participate in and recommend marketing strategies for new and existing clients. Take primary responsibility for marketing accounts, including :

Market selection

QUALIFICATIONS :

SUPERVISORY RESPONSIBILITY : This position does not have any supervisory responsibilities.

COMPENSATION INFORMATION :

PHYSICAL DEMANDS : This position primarily operates in a professional office environment. The employee is regularly required to sit or stand for extended periods, use hands to operate a computer, keyboard and other office equipment. The role requires clear verbal and written communication, including use of the telephone, email, and other collaboration tools. Periodic standing, walking, and light lifting or carrying of materials (generally up to 10 pounds) may be required. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the job.

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