Insurance Client Manager

4 days ago


Phoenix Arizona, United States Reseco Advisors Full time
Client Manager: Commercial Insurance

We are seeking a detail-oriented and process-driven Client Manager to join our team at Reseco Advisors. As a key member of our team, you will be responsible for delivering strategic solutions to our clients in a fast-paced environment that values efficiency and client satisfaction.

Key Responsibilities:

  • Anticipate and work with your team to deliver strategic solutions to our clients.
  • Present to prospects the 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 complete 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.
  • Communicate with clients and client stakeholders for gathering all pertinent information needed for accurate renewal negotiations and pricing, collaborating with the Reseco Team.
  • Collaborate with the marketing team for review and finalization on the accuracy of renewal presentation documents.

Requirements:

  • Several years of experience in managing insurance clients.
  • Strong problem-solving skills and process-driven approach.
  • Ability to work with clients on a daily basis.
  • Ability to work well in a team environment.
  • CIC or CISR certification is a plus.

Benefits:

  • Unlimited PTO.
  • Healthy bonus structure.
  • Travel expenses.
  • Employee Benefit Incentive dollars.
  • Immediate eligibility in our 401k.
  • Starting Salary $70,000-$[phone number removed] annually.


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