Client Manager; Remote

SUMMARY

Responsible for providing customer service and overall service to assigned customers and/or policies within Private Client Services. Supports the Producer in soliciting new business and identifies account rounding opportunities.

• Foster overall relationship with clients ensuring retention of business and high satisfaction.
• Develop new business opportunities for existing clients and prospects.
• Initiate renewal process for existing clients, and discuss and create renewal strategy.
• Analyze and compare current exposures and develop renewal or new business specifications for marketing.
• Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy.
• Independently review policy and determine appropriate coverage; identify possible deficiencies.
• Review and summarize marketing results and prepare proposals.
• Finalize proposals and presentations.
• Bind insurance coverage and prepare binders and/or delegate certificate issuance.
• Review policies for accuracy and review contracts.
• Prepare summaries and/or schedules of coverage for clients.
• Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections.
• Participate in the claims process as directed by management.
• Notify Producer of pertinent information related to client retention.
• Collect fees and reconcile and resolve any outstanding balances within 90 days of the invoicing date.
• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
• Other duties as assigned.

• Bachelor’s degree or equivalent combination of education and experience
• Three (3) or more years of related work experience in Private Client/High Net Worth (HNW) insurance
• Valid insurance license
• Must continue to meet Continuing Education requirements for license renewal

• Proficient in Microsoft Office Suite
• Knowledge of wide array of private client customizable coverages
• Excellent verbal and written communication skills
• Good problem solving and time management skills
• Good planning, organizational and prioritization skills
• Strong interpersonal skills
• Ability to build trust and de-escalate concerns
• Ability to work within a team and foster teamwork
• Ability to maintain confidentiality

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