Jobot
Business Insurance Sr. Client Manager in Lexington KY.
Base pay range $70,000.00/yr - $105,000.00/yr
Job Details As a Business Insurance Sr. Client Manager, you will play a critical role in our team's success by providing exceptional client service and support. You will work closely with the Producer to meet and exceed production, retention, and growth goals. Your responsibilities will span the entire client life cycle, from policy changes and billing to risk management recommendations and coverage analysis. Your ability to build effective relationships with clients and carriers will be crucial in driving retention and resolving any potential issues.
Responsibilities
Partner effectively with the Producer to anticipate their sales support needs.
Collaborate with the Producer to achieve overall production, retention, and growth goals.
Manage all account management responsibilities, including billing, policy changes, agency management system updates, and answering coverage questions.
Provide coverage analysis and risk management recommendations, complete applications, prepare submissions, negotiate coverage and pricing, and prepare proposals.
Manage the full life cycle renewal process, handle cancellations, and maintain proper communication with clients and carriers.
Resolve accounting discrepancies and assist with policy-checking.
Stay updated on rates, forms, and coverage changes.
Execute activities relating to the public, clients, and carriers to avoid and eliminate potential errors and omissions.
Qualifications
7+ years of insurance experience in an agency or brokerage environment, focusing on middle-market clients.
5+ years of demonstrated knowledge of Property & Casualty Insurance.
High School Diploma required. Bachelor’s Degree in a related field or equivalent work experience is preferred. Designations are encouraged.
Effective negotiation skills and placement process management expertise.
Property & Casualty License.
Extensive knowledge of how insurance products are utilized and administered.
Extensive knowledge of markets and marketing techniques.
Proficiency with agency management software (Sagitta, Image Right).
A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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Base pay range $70,000.00/yr - $105,000.00/yr
Job Details As a Business Insurance Sr. Client Manager, you will play a critical role in our team's success by providing exceptional client service and support. You will work closely with the Producer to meet and exceed production, retention, and growth goals. Your responsibilities will span the entire client life cycle, from policy changes and billing to risk management recommendations and coverage analysis. Your ability to build effective relationships with clients and carriers will be crucial in driving retention and resolving any potential issues.
Responsibilities
Partner effectively with the Producer to anticipate their sales support needs.
Collaborate with the Producer to achieve overall production, retention, and growth goals.
Manage all account management responsibilities, including billing, policy changes, agency management system updates, and answering coverage questions.
Provide coverage analysis and risk management recommendations, complete applications, prepare submissions, negotiate coverage and pricing, and prepare proposals.
Manage the full life cycle renewal process, handle cancellations, and maintain proper communication with clients and carriers.
Resolve accounting discrepancies and assist with policy-checking.
Stay updated on rates, forms, and coverage changes.
Execute activities relating to the public, clients, and carriers to avoid and eliminate potential errors and omissions.
Qualifications
7+ years of insurance experience in an agency or brokerage environment, focusing on middle-market clients.
5+ years of demonstrated knowledge of Property & Casualty Insurance.
High School Diploma required. Bachelor’s Degree in a related field or equivalent work experience is preferred. Designations are encouraged.
Effective negotiation skills and placement process management expertise.
Property & Casualty License.
Extensive knowledge of how insurance products are utilized and administered.
Extensive knowledge of markets and marketing techniques.
Proficiency with agency management software (Sagitta, Image Right).
A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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