Client Manager, Commercial Risk - Innovation Practice
New
J
JobgetherCommercial Insurance
Remote within the United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- At least 3 years of experience in a Commercial Account Manager or comparable commercial insurance role.
- Required Skills
- Microsoft ExcelPowerPointAccount ManagementRisk Management
Requirements
- At least 3 years of experience in a Commercial Account Manager or comparable commercial insurance role.
- Ability to obtain and maintain state insurance licenses within 90 days of hire.
- Strong understanding of commercial insurance account management, including policy administration, renewals, claims, certificates, coverage, and carrier relationships.
- Strong written and verbal communication skills.
- Intermediate to advanced proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
- Ability to learn insurance-specific and agency management software.
- Strong organizational and multitasking skills to manage competing priorities.
- Sound judgment and a proactive approach to identifying and resolving account issues.
- Client-focused mindset with the ability to build professional relationships.
- Willingness to travel as required.
Responsibilities
- Manage day-to-day activities for assigned commercial insurance accounts, including policy reviews, policy changes, renewals, contract reviews, certificates, marketing activities, and surplus lines filings.
- Maintain accurate and complete client records within the agency management system, ensuring documentation and communications follow established workflows and procedures.
- Serve as a responsive point of contact for client questions by phone and email, providing timely information, coordinating follow-up, and escalating issues when appropriate.
- Support claims management by monitoring claims, maintaining current claim information, communicating updates internally, and assisting insureds in coordination with claims teams.
- Prepare professional client correspondence, renewal materials, insurance documentation, and other account-related communications.
- Perform accounting and mathematical activities such as invoicing, premium allocation, and other financial or administrative tasks associated with client accounts.
- Review leases, contracts, financial statements, and other client materials in connection with insurance requirements and risk considerations.
- Counsel clients on coverage and exposures and identify opportunities for additional or appropriate insurance protection.
- Attend client meetings with Advisors or Risk Management leaders and contribute to effective client service.
- Build and maintain strong working relationships with insurance carrier partners.
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