Commercial Lines Senior Client Manager Select Links

Job Description

Commercial Lines Senior Client Manager - Select

Job Summary

Seeking a highly skilled and experienced Commercial Lines Senior Client Manager to join a this role you will serve as the primary service contact for a portfolio of select commercial clients ensuring client satisfaction and delivering strategic planning solutions. You will play a critical role in maintaining and enhancing client relationships while representing their needs within the organization.

Compensation Package

• Base Salary Range: $73300 to $90500 (dependent on experience qualifications and business needs).
• Benefits: Competitive benefits package and variable pay programs.

Responsibilities

• Evaluate client exposures obtain quotes and negotiate terms to finalize agreements.
• Analyze client risks and provide tailored recommendations using technical expertise.
• Determine appropriate markets within the Core Carrier Strategy.
• Develop solutions and prepare for strategy meetings with Client Advisors.
• Create comprehensive carrier submissions and manage the binding process.
• Review binding documents for accuracy and ensure compliance.
• Conduct contract reviews and maintain accurate account details in the EPIC system.
• Process renewals endorsements cancellations and proofs of insurance.
• Organize and manage documentation in EPIC ensuring proper naming and attachment.
• Generate standard communications to clients and carriers using templates and system tools.
• Collaborate with team members by creating and assigning activities in EPIC.
• Handle tasks such as ordering loss runs generating proofs and reviewing audits.

Qualifications/Requirements

Work Experience

• Minimum of 3 years of experience in Commercial Property & Casualty insurance with a strong understanding of insurance coverages.

Professional Licenses/Certifications

• Active state Property & Casualty insurance license is required.

Essential Skills/Competencies

• Proficiency in Microsoft Excel Word and other MS Office products.
• Ability to quickly adapt to new technology platforms.
• Experience with agency management systems (e.g. EPIC) and carrier sites.
• Strong interpersonal and customer service skills with a hands-on approach.
• In-depth knowledge of guaranteed cost program design and coverage forms.
• Expertise in client requirements market trends and industry standards.
• Excellent written oral and interpersonal communication skills.
• Strong problem-solving and critical-thinking abilities.
• Capability to develop and implement short- and long-term strategies.

Education

• High School Diploma or equivalent experience is required.

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