Senior Client Manager

JOB TITLE: Senior Client Manager

SUMMARY: Acts as team leader, responsible for managing and coordinating all team accounts.

DUTIES AND RESPONSIBILITIES:

• Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares proposals, analysis and summaries as needed.
• Solicits business from potential clients, completes sales and routes documents for processing, opens and services new accounts.
• Markets the account and reviews marketing placements.
• Builds long-term advisory relationship with clients, manages claims and related issues.
• Reviews upcoming renewals 120 days out and sets the course of action by scheduling the team renewal meetings monthly; initiates renewal procedures.
• Identifies cross/up selling opportunities. Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.
• Keeps the team informed of the carrier’s appetites and pricing changes. Attends carrier meetings and disseminates information to the team.
• Responsible for making sure that all the terms and conditions of the insurance policies are properly prepared.
• Performs other related duties as assigned by management.

QUALIFICATIONS:

• Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
• Certificates, licenses and registrations required: State of Maryland Property and Casualty Insurance License
• Computer skills required: Applied Systems: Epic Online Database software; Microsoft Office Suite

COMPETENCIES:

• Customer Service - Manages challenging customer situations; Responds promptly to customer needs; Solicits feedback to improve service; Meets commitments.
• Oral Communication - Speaks clearly and persuasively; Listens and gets clarification; Responds well to questions; Demonstrates presentation skills.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Develops realistic action plans.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect regardless of status or position; Accepts responsibility for own actions; Follows through on commitments.

• Written Communication - Writes clearly and informatively; Edits work; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• Occasionally required to stand/walk; frequently required to sit; continually required to utilize hand and finger dexterity and to talk or hear. Normal office environment.