Commercial Lines Senior Client Manager
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Job Location:
Santee, SC - USA
Yearly Salary:
$ 72000 - 80000
Posted on:
12 hours ago
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 is pivotal in ensuring client satisfaction and delivering strategic planning for a select book of middle-market commercial clients. The ideal candidate will possess a strong understanding of insurance coverages demonstrate exceptional customer service and have the ability to manage complex client needs effectively. This position offers a hybrid work environment.
Compensation Package
- Salary Range: $72000 - $80000 annually based on experience and qualifications.
- Benefits: Comprehensive benefits package including 401(k) plan.
- Work Environment: Hybrid (3 days in-office 2 days remote) or fully remote within California.
- Equipment: Company-provided equipment for remote work.
Responsibilities
- Serve as the primary service contact for a portfolio of middle-market commercial clients.
- Evaluate exposures obtain quotes review negotiate and finalize insurance policies.
- Analyze client risks and provide tailored recommendations.
- Develop and execute strategic plans in collaboration with the Client Advisor.
- Prepare and submit complete carrier submissions.
- Review and ensure accuracy of binding documents and contracts.
- Maintain accurate account details contacts and policy information in the EPIC system.
- Process renewals endorsements cancellations and proofs of insurance.
- Utilize templates and system-generated letters for client and carrier communications.
- Create and manage activities in EPIC assigning tasks to team members as needed.
- Conduct contract reviews and provide consultation on coverage needs.
- Stay informed on industry trends competitive markets and client requirements.
Qualifications/Requirements
- Experience: Minimum of 3 years in Commercial Property & Casualty insurance with a comprehensive understanding of insurance coverages.
- Licenses/Certifications: Active state Property & Casualty insurance license is required.
- Education: High School Diploma or equivalent experience.
- Technical Skills:
- Proficiency in Microsoft Office Suite particularly Excel and Word.
- Familiarity with agency management systems (EPIC preferred) and carrier sites.
- Ability to quickly adapt to new technology platforms.
- Soft Skills:
- Strong written oral and interpersonal communication skills.
- Exceptional problem-solving and critical thinking abilities.
- Team-oriented with a collaborative mindset.
- Proven ability to develop and implement effective strategies.
- High attention to detail and organizational skills.
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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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