Senior Client Manager
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Job Location:
Claremont, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days 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 full-time mid-level position is an excellent opportunity for a professional with a strong background in Commercial Property & Casualty insurance to independently manage a portfolio of select commercial clients. The ideal candidate will excel in client satisfaction strategic planning and providing exceptional customer service.
Compensation Package
- Comprehensive health dental and vision insurance
- Paid time off and holidays
- Professional development opportunities
- A supportive and inclusive work environment
Responsibilities
As a Commercial Lines Senior Client Manager your primary responsibilities will include:
- Evaluating exposures obtaining quotes and negotiating and finalizing terms with carriers.
- Analyzing client risks and providing tailored recommendations.
- Determining markets within the core carrier strategy.
- Preparing and presenting strategic solutions to clients in collaboration with Client Advisors.
- Managing carrier submissions binding processes and reviewing binding documents for accuracy.
- Conducting contract reviews and maintaining accurate account details in the agency management system (EPIC).
- Processing renewals endorsements cancellations and proofs of insurance.
- Organizing and maintaining documentation in EPIC.
- Generating standard client and carrier communications including proposals change requests and pre-renewal letters.
- Collaborating with team members to ensure seamless service delivery.
- Ordering loss runs generating proofs and reviewing endorsements and audits as needed.
Qualifications/Requirements
To be successful in this role you should meet the following qualifications:
Work Experience
- A minimum of 3 years of experience in Commercial Property & Casualty insurance with a comprehensive understanding of insurance coverages.
Professional Licenses/Certifications
- A valid state Property & Casualty insurance license is required.
Essential Skills/Competencies
- Proficiency in Microsoft Office Suite particularly Excel with the ability to create format and evaluate formulas.
- Familiarity with agency management systems (EPIC) and carrier platforms.
- Strong customer service skills with a hands-on personal approach.
- Ability to build and maintain effective relationships with clients colleagues and co-workers.
- In-depth knowledge of guaranteed cost program design coverage forms and competitive market trends.
- Strong written oral and interpersonal communication skills.
- Critical thinking and problem-solving abilities to address complex situations.
- Capability to develop and implement short- and long-term strategies with a high impact on clients and the business.
Education
- High School Diploma or equivalent experience is required.
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Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
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