Commercial Lines Senior Client Manager - Small Business

• Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisors as applicable
• Obtains information from clients, analyzes risk, and applies technical expertise/knowledge to make recommendations
• Evaluates exposures and underwriting information for changes
• Determines marketing strategy within Core Carrier Strategy
• Creates complete carrier submissions and submits to carriers and/or leverages carrier rating portals
• Negotiates with underwriters to establish best terms and conditions with respect to premiums and coverage
• Finalize and deliver proposals to clients outlining options as applicable, the benefits of these options, and other coverages for consideration
• Obtains signed binding documents and notify carriers of client decisions
• Review binding documents for accuracy and deliver to clients
• Provides complex services throughout the year (e.g., contract review for insurance provisions)
• Develop and maintain positive relationships with carriers that specialize in small business
• Provide leadership, mentoring and direction to assist with growth and development of Client Service Representatives
• Present current trends and issues to interested parties internally and externally.

• Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process
• Coordination of loss runs & experience modifications as applicable
• Draft carrier submissions
• Support obtaining client online portal quotes
• Draft client proposals
• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, etc.
• Attach, organize, and name documents in EPIC
• Create activities in EPIC and assign to applicable team member
• Ensure renewals are processed accurately and key data elements are managed appropriately
• Delivers audits to clients upon receipt

• Respond to client requests for changes
• Process endorsement with carriers or escalate for quotation of new lines of business or complex changes
• Follow-up for and deliver endorsements to clients upon receipt
• Respond to client requests for cancellation and escalate internally
• Coordinates the delivery of Proofs of Insurance
• Responds to client billing / payment questions
• Coordination of claim escalation

• 5+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

• Must hold state Property & Casualty insurance license

• Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
• Able to understand new technology platforms quickly.
• Proficient in agency management systems (EPIC) and carrier sites 
• Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
• Maintains effective relationships with clients, co-workers, and colleagues.  Viewed as a team player and is cooperative and collaborative
• Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
• Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
• Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
• Able to solve difficult problems that are not routine, but not overly complex.
• Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
• Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.

• College degree is preferred.

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