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Client Manager
2 months ago
We are seeking a highly skilled Client Manager to join our Property & Casualty team at Holmes Murphy & Associates. As a Client Manager, you will be responsible for evaluating the needs and risks of existing clients, creating insurance programs tailored to their specific needs, and strengthening client relationships.
Key Responsibilities- Client Service Duties:
- Manage the largest and most complex accounts, with support from Client Service Specialists and Client Service Consultants as needed.
- Provide exceptional customer service and operate as an effective partner with clients, including tracking expiration dates, reviewing insurance in place, and assessing future needs.
- Evaluate and recommend insurance options for clients, consistently available for client inquiries, and respond to client requests in a timely and professional manner.
- Maintain awareness of all client service issues, research and investigate client insurance concerns, and instigate meetings or telephone contact with clients to proactively address issues and explore opportunities to enhance services.
- Deliver insurance policies as requested by the account executive and assist with other projects as needed.
- Account Administration:
- Take ownership and lead accounts, attend insurance carrier meetings, and meet with the team for pre-renewal meetings on qualifying accounts and development of client opportunities.
- Market renewal policies and negotiate with insurance company underwriters, prepare client renewal reviews and applications, and ensure accurate invoicing and completion of required documents.
- Attend client renewal meetings as required and be accountable for account accuracy, ensuring online customer information and items received by carriers are accurate and current.
- Review quotes on accounts for accuracy and prepare proposal documents for clients, assist in the quality management and file audit process, and promote the agency and the insurance industry in the community.
- Technical Duties:
- Manage various complex insurance plans, including claims made policies, loss-sensitive risk funding plans, and loss development and loss forecasting.
- Interpret policy contractual provisions, understand policy forms and general intent, develop manuscript endorsements to ensure appropriate action taken on coverage issues.
- Marketing/Sales Process Duties:
- Participate in the new and renewal sales process, including determining optimum markets for new and renewal accounts, preparing and delivering submissions, negotiating premiums with carriers, and visiting with clients as necessary.
- Identify and pursue opportunities for the sale of additional lines of insurance and agency services, such as loss control, by understanding client business needs and fostering strong client relationships.
- Obtain submission data from prospects or clients, including losses, payroll, sales projections, company history, product brochures, and desired services.
- Utilize relationships with underwriters and company representatives to develop effective marketing strategies, negotiate premiums, design individualized coverage programs, and resolve complex service issues for clients.
- Participate in providing ongoing training with team members on established processes and procedures, continue to be a mentor to others, and effectively coordinate client service responsibilities with Consultants and Client Service Specialists.
- Team Duties:
- Develop and maintain positive work relationships with team members, including demonstrating a leadership role within the team and throughout the agency, participating in team meetings, providing backup when necessary, communicating information, and effectively resolving problems/issues as situations arise.
- Develop and maintain positive working relationships with internal teams to ensure customer needs are met, knowledge transfer and sharing through various platforms, and perform special projects and other duties as requested.
- Education: High school diploma; college degree preferred. Active state-specific Property Casualty Insurance agent's license required or the ability to acquire license within three months of hire.
- Experience: Minimum 5+ years customer service, underwriting, or risk management experience in the insurance industry.
- Paid Parental Leave and supportive New Parent Benefits.
- Company-paid continuing Education & Tuition Reimbursement.
- 401k Profit Sharing.
- Flexible work arrangements and schedules.
- Generous time off practices in addition to paid holidays.
- Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you.
- DE&I programs.
- Consistent merit increase and promotion opportunities.
- Discretionary bonus opportunity.
