Senior Commercial Insurance Client Manager
Core
Senior Client Manager supporting commercial insurance producers in managing middle-market to large complex accounts, primarily in auto dealership and golf course industries.
Role type
Senior IC commercial insurance client manager
Builds
Customized insurance coverage solutions and policy administration for commercial clients
Domain
Commercial Insurance / Risk Management
Required skills
Commercial insurance marketing/placement/brokering, client and carrier relationship management, all lines of coverage knowledge, policy administration, renewal process management, data analysis (loss runs, exposures), Microsoft Office proficiency, Sagitta, ImageRight, PowerBroker AI
Preferred skills
None explicitly stated as preferred, only required skills listed
Technologies
Sagitta, ImageRight, PowerBroker AI, Microsoft Office (Outlook, Excel, Word, PowerPoint)
Responsibilities
Serve as key resource for assigned clients addressing inquiries and managing daily service needs; Support producers in building and maintaining client relationships; Delegate and coordinate tasks with support staff; Collaborate with producers on marketing strategies, target pricing, and carrier selection; Collect and analyze client data to prepare submissions; Assist in negotiating coverage terms and premiums; Maintain accurate client data in agency management systems; Coordinate renewals and new business activities; Prepare Broker of Record letters
Seniority
Senior, hands-on IC