财产与意外险高级客户经理

Property & Casualty Senior Client Manager
Location: Remote
Pay Rate: $115,000 – $145,000 per year

Position Overview
We are seeking a qualified Property & Casualty Senior Client Manager for an opportunity in Remote.

Key Responsibilities

• Provide day-to-day service to clients in conjunction with the Risk Advisor and/or Executive Client Manager

• Manage the new business and renewal process; review risk management surveys

• Identify exposures to loss and advise clients on appropriate coverages

• Understand complex coverages and class code assignments

• Conduct proactive analysis of underwriting data including Loss Ratios, Experience Modification Ratings, and Audit Dispute Resolution

• Develop marketing plans with Risk Advisors, Executive Client Managers, and insureds

• Complete submissions to market new and renewal accounts to insurance carriers

• Prepare proposals; negotiate coverage terms, pricing, and commissions with carriers

• Work with underwriters to gather additional information from clients as needed

• Create and manage client and carrier-facing documents including Statements of Values and Schedules

• Collaborate with Risk Control to monitor significant claims and risk control issues

• Conduct contract and lease reviews to advise clients on risk and compliance matters

• Review Certificates of Insurance for compliance; provide client guidance and training

• Maintain and grow strong relationships with clients, underwriters, and carrier personnel

• Oversee, direct, plan, and mentor your High Performance Team (HPT)

• Independently conduct client meetings, deliver proposals, and lead client training sessions

• Identify and escalate all matters that may give rise to an E&O claim

Requirements
· See full job description for requirements

Preferred Qualifications
· Experience in a related field is preferred

Screening Questions

• How many years of experience do you have relevant to this Property & Casualty Senior Client Manager role?

• Do you hold any required licenses or certifications for this position?

• Are you available to work fully remote?

Originally posted on Himalayas