Client Manager, Commercial Risk - RogersGray

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💎 Seniority level: Manager, 3+ years

📍 Location: United States of America

🔍 Industry: Insurance

🏢 Company: brp

🗣️ Languages: English

⏳ Experience: 3+ years

🪄 Skills: Communication SkillsNegotiationAccountingAttention to detailDocumentationMicrosoft Office SuiteClient relationship managementData entryRisk Management

Requirements:

Must obtain and maintain state insurance license as required.
3+ years of experience in a Commercial Account Manager role.
Intermediate to advanced knowledge of Microsoft Office Suite.
Demonstrate effective verbal and written communication skills.
Align behavior with the firm's core values.

Responsibilities:

Maintain client files in the Agency Management System accurately.
Compose professional correspondence.
Perform accounting functions like invoicing and premium allocation.
Monitor claims and provide guidance to insured clients.
Attend client meetings and assist with inquiries.
Manage day-to-day client account activities including policy reviews and marketing insurance programs.
Seek referrals for new business opportunities.
Cultivate relationships with insurance company partners.

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