Client Manager

Client Manager

Requirements

• Bachelor’s degree plus 2-3 years of daily World Class Client service is required; or, a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily World Class Client service.
• Maintain a valid unrestricted California Fire & Casualty Solicitors license.
• Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of Business Insurance insurance.
• Proficiency with MS Office Software (Word, Excel, Outlook).
• Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.

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.
• 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.

Preferred Qualifications

• Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
• Significantly exceed expectations in existing position if currently employed at MMA.