drjobs Senior Client Manager - Commercial Lines

Senior Client Manager - Commercial Lines

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1 Vacancy
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Job Location drjobs

Scottsdale, AZ - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Company:

Marsh McLennan Agency

Description:

Position Overview
The Senior Client Manager position is responsible for proactively managing the overall workflow for the books of business assigned to them. Senior Client Managers handle all lines of commercial insurance for their accounts and serve as the main contact for the clients.


Principal Duties and Responsibilities

  • Main point of contact for the client addresses general questions provides guidance on appropriate coverage changes and/or contractual requirements informs/educates client on exclusions and exposures prepares binders prior to expiration date and resolves accounting discrepancies

  • Maintain contact and collaborate with internal (Sales Executives Department Heads Marketing personnel Claims personnel Accounting personnel Loss Control personnel) and external (Clients and Insurance Companies) parties

  • Plan prioritize and complete day-to-day workload taking into account new business renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met

  • Determine and coordinate the new/renewal marketing strategy for assigned clients where applicable

  • Review and update applications and general information (attachments activities follow-up) into the agency management system for assigned books of business

  • Process delegate and/or oversee audits cancellation notices endorsements certificates and policy checking

  • Conduct all business in accordance with established policies and procedures

  • May attend client meetings on or off site on occasion

  • Other duties as assigned


Knowledge Skills and Abilities
Required:

  • 6 years in commercial lines insurance

  • Licensed in Arizona Property/Casualty (or ability to transfer existing license)

  • Ability to effectively communicate both written and verbally to internal and external parties

  • Excellent time management organizational and multi-tasking skills with high attention to detail

  • Ability to build and maintain effective relationships with clients carriers and peers

  • Ability to work independently and in cross-functional teams

  • Proficiency in Microsoft Office Products (Outlook Word Excel Power Point)

Preferred:

  • Some college or technical training in related discipline

  • CIC CPCU CRM CISR designations

  • Previous Sagitta and ImageRight experience

#LI-DNI


Required Experience:

Manager

Employment Type

Full-Time

Company Industry

About Company

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