Client Manager - Select

JOB PURPOSE

Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business.

A Day in The Life:

• Serves as the key service client contact to identify, design, communicate and implement cost effective Property & Casualty solutions to cover risk appropriately; includes pre-qualifying, reviewing, identifying and procuring coverage needs.

• Collaborates with Sales / Business Development and Client Executive teams to support the achievement of defined new business, retention and growth goals.

• Maintains a book of business by practice based on complexity and the servicing of client needs

• Ensures that all client service needs are delivered in a timely and professional manner including contract reviews, exposure and coverage questions, proposals, binding communications, certificate template creation and approval, etc.

• Works closely and supports agency relationships with appropriate client contacts at all levels.

• Directs the onboarding of new clients by collaborating with the Sales / Business Development staff to obtain thorough and accurate information required for the established agency compliance standards.

• Serves the Practice Leader, Team Leader, Client Executives and Sales / Business Development staff in the development and implementation of the Oswald Companies Client Service Deliverable for new and existing accounts.

• Risk Assessment - demonstrates the ability to examine the operations of an insured and/or prospect thoroughly, identifying the potential internal and external exposures that could negatively impact their respective business.

• Marketing - compiles the appropriate underwriting information for a given account, and engages the most favorable carrier partners to review/quote the necessary coverage based upon the needs of the client coupled with our extensive knowledge regarding carrier appetites and relationships.

• Servicing - ensures the day-to-day servicing needs of our clients are addressed in a timely, complete and professional manner, which includes but is not limited to certificate issuances, endorsement requests, coverage inquiries, billing coordination, etc.

• Stewardship - coordinates team members in the preparation of a comprehensive list of services rendered to a client in a given time period; concisely articulates the value of those products and services to the insured.

• Loss Control - assists insureds and/or prospects to understand ways in which risk can be minimized or mitigated and helps facilitates those services as appropriate.

• Serves as the sole Oswald Companies representative for more complex "house accounts" where no Sales / Business Development staff are assigned.

• Required to attend and conduct client meetings as the sole Oswald Companies representative when needed; clearly articulates key P&C coverage issues and recommendations to all parties involved, and is able to respond to complex coverage questions in impromptu situations.

• Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client.

• Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class results for the client.

• Occasionally represents Oswald Companies at company functions, Agency Council and other carrier meetings as assigned by Practice Leader.

• Develops leadership capabilities in the planning, execution and delivery of special projects as needed.

• Trains staff in the understanding and coordination of key operations activities and processes; assists in the development of industry knowledge and skills of other team members.

• May serve as a mentor to new employees and/or employees new to a role.

• Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise.

What You’ll Need:

• A college degree is an advantage but not a requirement

• Property & Casualty License is required

• Prior Property & Casualty support experience is required

• Prior Property & Casualty client management experience is required

• Demonstrated prior ability to perform duties in a more efficient and productive manner to deliver a superior work product and services.

• At least 5 to 10 years of industry knowledge is required, to include experience in commercial lines of coverage

• Strong relationship skills

• Ability to execute

• Self-starter - Ability to work independently with little oversight

Who You Are:

• Strong technical skills - Commercial Lines Experience

• Strong presentation skills – ability to adapt

• Sales mindset – ability to identify upsell/cross-sell opportunities

• Strategic thinker – able to connect solutions with data

• Accountability – overall accountability for anything with a client – wrong, right, indifferent

• Strong communication skills – ability to know how and when to communicate

• Relationship builder – build relationships with clients, carriers, and internal partners