We are seeking an independent, detailed Client Manager who is process management-focused to join our team. You will be a great fit if you are extremely detailed working on small to medium-sized projects for your clients and your team. As a Client Manager, you will be in a fast-paced environment that is hyper-structured around efficiency and providing solutions to our clients.

This role requires a candidate with strong attention to detail skills and carries an ability to follow the existing process and structure to meet the needs of our clients.

Responsibilities:

• Anticipate and work with your team to deliver strategic solutions to our clients.
• Present to prospect results of due diligence and forward strategies alongside the advisor
• Assist the service team to prepare all documents needed prior to the final renewal presentation
• Monitor and respond to client requests
• Develop, monitor, and completion of stewardship based on agency revenue
• Cultivate and develop internal continuing education of Assistant CMs and Coordinators
• Identify and address all coverage concerns of carriers and clients
• Communication with client and client stakeholders for gathering all pertinent information needed for accurate renewal negotiations and pricing, collaborating with Reseco Team
• Collaborate with the marketing team for review and finalization on the accuracy for renewal presentation documents