Assistant Client Manager- Commercial P&C Accounts

Assistant Client Manager
- Commercial P&C Accounts

The Assistant Client Manager works with and supports Producers, Client Advocates, Client Executives, Senior Client Managers, Client Managers and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools.

Location:

This role requires a hybrid work schedule out of either our Dallas, Austin or Houston offices, 3 days a week in office.

Essential duties and responsibilities include ensuring timely and consistent review of expiration list, processing applications, policies, endorsements, binders/notice of elections, certificates, auto , audit requests/review, and other items related to the servicing of clients. Research and compile answers to client's policy, coverage, exclusions and related questions, incorporating support from other team members as needed. Assists broader service team and broking team in servicing clients.

Provides support to Producers/Client Advocate and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. Prepares all invoicing and client allocations directly with EPIC Accounting. Resolves client billing issues with support from team members as appropriate. Provides standard office/administrative support as needed. Maintains Agency Management Systems and Share Drive files in real time.

Establishes and maintains open items lists with internal and external clients to ensure all deliverables are proactively managed. Prepares and maintains schedules of insurance, summaries of insurance, and coverage illustrations. Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues. Meets all quality and timeliness standards in the Agency Management Systems while properly documenting all activity.

Oversees AR report for all assigned accounts, engaging Producer/Client Advocate, Client Executive as needed. Accesses/manages third party certificate sites and carrier websites. Other duties may be assigned.

Renewal process includes upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, scheduling internal strategy meeting. Documents meeting and subsequent next-steps with internal team. Supports Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials. Prepares and reviews current program and expiring exposures for information gathering process with client. Requests updated exposures from client and coordinates client responses with multiple client contacts as required.

Requests loss runs and compiles loss summaries for renewals and on ad-hoc basis as required. Supports submission process as required by assigned accounts. Coordinates proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts. Manages policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe. Manages the certificates of insurance, auto , and posting notices renewal process with clients to ensure timely and accurate issuance/distribution.

Coordinates binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc. Obtains premium financing options, invoices the renewal and premium allocations. Other duties may be assigned.

Key competencies include full knowledge of Property Casualty lines of coverage and services, including knowledge of insurance renewal end-to-end process. Ability to understand coverage questions. Recognize problems and respond appropriately. Able to analyze situations logically in order to draw solid conclusions. Strong attention to detail and time management abilities. Ability to handle highly sensitive and confidential information. Customer service oriented. Enthusiasm and zest for continual learning.

Strong ability to multi-task and assign priority. Ability to work effectively and efficiently both with and without direct supervision. Ability to work effectively and efficiently in a team environment as well as independently. Strong interpersonal communication skills, both written and oral. Working knowledge of Microsoft Office suite of programs including Word, Excel, Outlook, etc.

Education and/or experience:
High school diploma or G.E.D. equivalent required. College degree preferred. 1-2 years of commercial property and casualty insurance experience. Insurance industry designations preferred but not required. Property and Casualty Broker License. Valid Driver License.

Physical demands include regularly required to move around, sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision and ability to adjust focus. Ability to travel independently to clients; some…