Property & Casualty Senior Client Manager

Location: San Diego - remote possible - PST hours

Salary: $115-145K plus bonus

Type: Direct hire, full-time

Summary

Provide service to clients in conjunction with the Risk Advisor and/or Executive Client Manager and may provide assistant level support to the team members. Become familiar with all of his/her clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well serviced.

The following details a general list of duties, qualifications and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.

Duties

• Manage the new business and renewal process, review risk management surveys. Identify exposure to loss and advise client on appropriate coverages.
• Understand complex coverages and class code assignments; proactive analysis of underwriting data, including Loss Ratios, Experience Modification Ratings and Audit Dispute Resolution.
• Develop marketing plan with Risk Advisor, Executive Client Manager, and/or insured. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms, pricing and commissions. Work with underwriters to obtain additional information from clients.
• Create & manage client and insurance company facing documents, including Statement of Values, Schedules, etc.
• Work with Risk Control Department to monitor complex or significant risk control and claims issues.
• Conduct contract and lease reviews to advise client on risk and compliance issues.
• Review Certificates of Insurance for compliance with Contracts, Leases, etc. including the ability to provide guidance/training to clients on these tasks.
• Maintain positive client and insurance company relationships.
• Explain payment requirements to new and existing clients.
• Maintain positive relationships with appropriate personnel at client firms to assure retention of accounts.
• Oversee, direct, plan, schedule, and mentor the work of your HPT.
• Train and give technical supervision to the HPT members.
• Demonstrate exceptional negotiating, decision-making, advanced knowledge of coverages, and sales skills.
• Maintain high level relationship with underwriters.
• Support and communicate with the Risk Advisor to develop and retain accounts.
• Have the ability to independently conduct client meetings, trainings, and deliver proposals to the clients.
• Demonstrates exceptional attention to detail and the technical insurance knowledge necessary to identify discrepancies, coverage issues, and documentation errors.
• This position does not have supervisory responsibilities but is expected to mentor new team members and lower level positions. Informs Supervisor/Manager of all matters that may give rise to an E&O claim.
  
  

Qualifications

• Current California Insurance License
• 5 Years Client Management Experience
• Industry Designations
• Proficiency of PC Applications
  
  

Abilities

• You lead through your actions and embrace your responsibilities.
• You’re a continuous learner who is always seeking to improve.
• You put the team first and create ways to make your peers better.
• You deliver an exceptional level of service to those you work with.
• You have strong interpersonal skills and thrive in a team environment.
• You’re an effective communicator; both written and verbal.
• You can be trusted to handle confidential and sensitive information.
• You have strong organization and project management skills.
• You have the ability to focus on the task-at-hand and multi-task as needed.
• You’re great with attention to detail and producing high-quality work.
• You’re able to grasp complex issues and establish proactive solutions to address those issues.
• You have strong editing and writing skills.
• You have a positive attitude and work ethic.
  
  

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