Provide advanced technical support to Client Executive Service
Analyze coverages and claims data for new and renewal business
Develop marketing strategy for clients
Negotiate on client’s behalf with carriers
Manage the client’s annual timeline for renewal business
Proactively prepare renewal specifications and rough draft proposals
Deliver policies to the client as directed by the Client Executive
Review and analyze loss run and claim status reports
Demonstrate proactive problem solving skills
Assess the skills and knowledge of service team members and recommend training
Requirements
Bachelor’s degree plus 3-5+ years of daily World Class Client service as a Client Manager is required
a minimum of 5+ years industry experience showing increasing responsibility directly related to the performance of the above duties including 3-5 years of daily World Class Client service
Maintain a valid unrestricted California Fire & Casualty Solicitors license
Advanced insurance designations applicable to the above duties strongly preferred
Excellent understanding of insurance terminology
Must possess a strong understanding of Property and Casualty coverages and carriers forms and programs
Benefits
health and welfare
tuition assistance
401K
employee assistance program
domestic partnership benefits
career mobility
employee network groups
volunteer opportunities
other programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance terminologyProperty and Casualty coveragesclaims data analysismarketing strategy developmentnegotiationrenewal specifications preparationloss run analysisproblem solving