客户经理 - 项目风险
Client Manager - Project Risk
客户经理，项目风险 – 职位描述
职位概述
负责为其所负责的建筑项目组合管理业主控制保险计划（OCIP）和承包商控制保险计划（CCIP）。为客户提供专业的外部支持，必要时协调内部资源。确保高质量的服务交付、合规性以及现有业务的保留。
主要职责
职能领导与责任
·作为OCIP/CCIP客户的首要服务联系人，识别风险暴露并设计成本有效的综合保险解决方案。
·在综合保险和建筑风险计划方面担任专业人员。
·评估项目资格并确定适当的综合保险策略。
·管理计划结构、保障设计和保险公司策略。
实际执行与交付
·承保业主利益和项目特定的保险安排。
·审查建筑合同并制定综合保险手册和文件。
·监督承包商注册、合规跟踪和文件管理。
·协调工资单审计、报告和行政工作。
报告、质量与运营支持
·确保财务报告、保费和担保的准确性。
·监控安全绩效指标和计划合规性。
·保持文档和报告的质量标准。
跨职能合作与整合
·与经纪人、保险公司、理赔调整员和第三方管理员协调索赔活动。
·与内部团队和外部利益相关者协作。
·与承保人和保险公司合作伙伴保持良好的关系。
增长、变革与特别项目
·支持新业务机会和计划扩展。
·为项目团队和承包商主持培训会议。
·为综合保险策略的持续改进做出贡献。
流程改进与最佳实践
·分析损失经验并推荐缓解策略。
·了解行业趋势和法规要求。
·实施改进以提高效率和成果。
责任
·提供有效且合规的综合保险计划。
·保持准确度、质量和财务完整性。
·支持客户保留和满意度。
·建立牢固的利益相关者关系。
·展示责任感和良好的决策能力。
资格要求
必需条件
·5–10年以上综合保险或建筑风险相关经验。
·经验
查看英文原文
Client Manager, Project Risk – Job Description
Position SummaryResponsible for brokering, administering, and managing Owner Controlled Insurance Programs (OCIP) and Contractor Controlled Insurance Programs (CCIP) for an assigned portfolio of construction projects. Provides expert external support to clients while directing internal resources as needed. Ensures high-quality service delivery, regulatory compliance, and retention of existing business.
Key Responsibilities
Functional Leadership & Ownership
·Serves as the primary service contact for OCIP/CCIP clients, identifying risk exposures and designing cost-effective wrap-up solutions.
·Acts as subject matter expert for wrap-up insurance and construction risk programs.
·Evaluates project eligibility and determines appropriate wrap-up strategies.
·Manages program structure, coverage design, and carrier strategy.
Hands-On Execution & Delivery
·Brokers Owner’s Interest and project-specific insurance placements.
·Reviews construction contracts and develops wrap-up manuals and documentation.
·Oversees contractor enrollment, compliance tracking, and documentation.
·Coordinates payroll audits, reporting, and administrative functions.
Reporting, Quality & Operational Support
·Ensures accuracy of financial reporting, premiums, and collateral.
·Monitors safety performance metrics and program compliance.
·Maintains documentation and reporting quality standards.
Cross-Functional Partnership & Integration
·Coordinates claims activity with brokers, carriers, adjusters, and TPAs.
·Collaborates with internal teams and external stakeholders.
·Maintains strong relationships with underwriters and carrier partners.
Growth, Change & Special Initiatives
·Supports new business opportunities and program expansion.
·Leads training sessions for project teams and contractors.
·Contributes to continuous improvement of wrap-up strategies.
Process Improvement & Best Practices
·Analyzes loss experience and recommends mitigation strategies.
·Stays current on industry trends and regulatory requirements.
·Implements improvements to enhance efficiency and outcomes.
Accountability
·Delivering effective and compliant wrap-up insurance programs.
·Maintaining accuracy, quality, and financial integrity.
·Supporting client retention and satisfaction.
·Building strong stakeholder relationships.
·Demonstrating ownership and sound decision-making.
Qualifications
Required
·5–10+ years of experience in wrap-up insurance or construction risk.
·Experience managing OCIP/CCIP programs.
·Knowledge of Workers' Compensation, General Liability, and Excess Liability.
·Strong analytical and communication skills.
·Property & Casualty License.
Preferred
·Experience brokering wrap-up insurance programs.
·Bachelor’s degree in related field.
·Advanced knowledge of construction risk financing.
·Experience with cross-functional collaboration.
Key Competencies
·Strategic & Systems Thinking
·Ownership & Accountability
·Data-Driven Decision Making
·Process Improvement
·Collaboration & Influence
·Change Agility
·Business Acumen
Compensation
The base salary range for this position is $51,000 to $86,000 annually. Individual compensation will be determined based on a variety of factors including relevant experience, skills, education, and internal equity.
Originally posted on Himalayas