Client Manager

Job Description

- Role

The Senior Client Manager is responsible for a blend of internal delivery activities and client facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance. Colleagues in this role will continue to perform all the duties of a Client Manager at an above average level incorporating advanced responsibilities associated with the Sr. Client Manager role. They will work independently and be responsible for direct completion of tasks such as: creation of allocations, independent contract reviews followed by implementation of necessary actions with clients/carriers.

Colleagues in this role will support internal clients and assigned external clients. External clients would likely have complex programs. Client facing responsibilities expected to be 50-70%.

Upon development of necessary skills, colleague may serve as a mentor, Subject Matter Expert or Team Leader.

This is a flexible role for listed locations offering a remote or hybrid working opportunity.

Colleague will continue to perform responsibilities of the Client Manager on their assigned clients.

• Maintain accurate policy detail in Management System
• Provide support on invoicing process including review for SOX compliance and coordination of Surplus Lines documentation
• Initiate timely renewal process by updating/reviewing exposure gathering workbook
• Attach information in Client Portal system
• Participation in internal pre-renewal strategy meeting, review of management of expiration list
• Request and compile necessary information in advance of renewal strategy meeting, coordinating responses from client
• Incorporate information from broking into a proposal format for review by Senior team members
• Upon receipt of binder, create confirmation of coverage or evidence of coverage to deliver with binders to client
• Oversee the client billing process including timely and accurate delivery of invoices.
• Resolve client level accounting issues including discrepancies and fee agreements
• Manage the certificate renewal process with clients to determine requirements, coordinating with cert center to insurance timely and accurate issuance.
• Second pair of eyes review on policy checked by policy services team
• Request Carrier revisions as needed and deliver to client within 30 days of receipt.
• Ensure timely and accurate completion of endorsement and audit requests.
• Respond to mid-term client inquiries (i.e., policy and coverage questions) in partnership with other Service and Broking colleagues.
• Complete contract reviews with assistance as necessary.
• Maintain and manage open items listings with clients and team.
• Deliver client reports, e.g., Accounts Receivable for Allocations, Open Claims, etc.

Additional tasks to include but not be limited to:

• Support process and data management for premium allocations as needed.
• Other duties as identified and appropriate.