Commercial Lines Senior Client Manager
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Job Location:
Yarmouth, MA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description
Commercial Lines Senior Client Manager
Job Summary
Seeking a highly skilled and experienced Commercial Lines Senior Client Manager to join a team. This role involves independently managing a portfolio of middle-market commercial clients ensuring client satisfaction and providing strategic planning. The ideal candidate will possess a strong understanding of commercial property and casualty insurance demonstrate exceptional customer service skills and have the ability to build and maintain effective relationships with clients and colleagues.
Compensation Package
- Salary: $63000 annually
- Benefits: Comprehensive benefits package including 401(k) plan
- Work Environment: In-office position with a collaborative and professional team
Responsibilities
As a Commercial Lines Senior Client Manager your primary responsibilities will include:
- Serving as the primary service contact for a portfolio of middle-market commercial clients.
- Evaluating exposures obtaining quotes and negotiating and finalizing terms with carriers.
- Analyzing client risks and providing tailored recommendations.
- Preparing and submitting complete carrier submissions.
- Managing renewals endorsements cancellations and proofs of insurance.
- Reviewing binding documents for accuracy and ensuring timely notifications to carriers.
- Conducting contract reviews and maintaining accurate account details in the EPIC system.
- Leveraging templates and system-generated letters for client and carrier communications.
- Collaborating with team members to ensure seamless service delivery.
- Providing expert consultation on coverage needs and program design.
- Developing and implementing strategies to address client needs and industry trends.
Qualifications/Requirements
To be successful in this role candidates must meet the following qualifications:
Work Experience
- Minimum of 3 years of experience in Commercial Property & Casualty insurance.
- Comprehensive understanding of insurance coverages and guaranteed cost program design.
Education
- High School Diploma or equivalent experience required.
Professional Licenses/Certifications
- Active state Property & Casualty insurance license is required.
Technical Skills
- Proficiency in Microsoft Office Suite particularly Excel (creating formatting and evaluating formulas).
- Familiarity with agency management systems (EPIC preferred but not mandatory).
- Ability to quickly adapt to new technology platforms.
Essential Skills/Competencies
- Strong written oral and interpersonal communication skills.
- Exceptional problem-solving and critical-thinking abilities.
- Proven ability to develop and implement short- and long-term strategies.
- Hands-on client-focused approach to customer service.
- Team-oriented with a collaborative mindset.
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Required Experience:
Manager
Key Skills
- Forecasting
- Hyperion
- Cost Management
- Construction Estimating
- QlikView
- Bus Driving
- Analysis Skills
- HubSpot
- Salesforce
- Market Research
- negotiation
- Financial Planning
About Company
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