Client Manager, Commercial Risk - Insurance Advisory Solutions Southeast

Position Overview

• Location Type: Not specified
• Employment Type: Full Time
• Salary: Not specified

This role is a key part of the Commercial Lines team, requiring collaboration with Advisors, Directors Risk Management, and Client Service Specialists to provide excellent service to commercial clients. The individual will build strong relationships with clients, insurance companies, and agency personnel, maintaining accounts and fostering a positive working environment.

Requirements

• Demonstrates effective presentation skills (verbal and written).
• Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook.
• Ability to learn other insurance company and firm software programs.
• Demonstrates the firm’s core values and aligns with the corporate culture.

Education & Experience

• Obtain and maintain a state insurance license.

Responsibilities

• Maintain client files in Agency Management System accurately and consistently.
• Compose professional business correspondence (letters, emails, etc.).
• Perform accounting/math functions including invoicing, premium allocation, and other necessary tasks.
• Monitor claims according to agency procedures.
• Communicate claims information to the agency and maintain updated information in the system.
• Provide guidance and assistance to the insured in coordination with claims.
• Interact effectively with others through communication, cooperation, and providing necessary information.
• Attend client meetings with the Advisor or Director Risk Management, as requested.
• Assist co-workers in responding to client inquiries or processing work.
• Manage day-to-day client account activities, including:
  • Policy review
  • Changes and updates
  • Contract review for certificates processing
  • Preparing renewal documents
  • Marketing and negotiating insurance programs
  • Filing surplus lines
  • Reviewing leases and financial statements
• Respond to client inquiries via telephone and email, ensuring timely service.
• Counsel and advise clients on coverage and exposure, recommending and placing additional coverage as needed.
• Actively seek referrals from the existing client base to generate new business.
• Follow up on leads using the prospect database and automation system.
• Cultivate strong relationships with insurance company partners, understanding carrier requirements.
• Identify opportunities to improve the firm, business segment, and processes.
• Bring issues and discrepancies to the attention of appropriate leadership.

Application Instructions

• Not specified