Senior Client Manager

General Summary:

Responsible for all client needs, coordinating across all solution sets to provide the best level of service for the client. Assist Producer in growing the book.

Essential Functions:

  • Works directly with the Producer to provide the best service to our clients
  • Builds, maintains client relationships & is the primary contact for clients
  • Develops a strong understanding of the clients' business, strategic priorities, risk strategies and risk management needs and develops innovative approaches to unique client needs.
  • Responsible for the execution of the renewal strategy in accordance with client instructions.
  • Implements and maintains a quality service plan and regular open items reports.
  • Responsible for maintaining quality in all area of client deliverables.
  • Works with Producer to determine the impact of risk solutions, and definition and articulation thereof to the client.
  • Creates & participate in presentations from Producer to existing clients and prospective clients.
  • Makes recommendations to clients regarding additional products & services as solutions to clients' risk issues.
  • Contributes to retention through effective risk solutions and excellence in service.
  • Responsible for managing the claims process - works closely with MRC/claims resources
  • Completes second review of policy; provides differences and issues back to brokerage.
  • Collects exposure information and underlying coverage
  • Responsible for managing the invoicing process
  • Responsible for ongoing service and communication with client, including promoting client/insurer relationship as needed, executing contracted services and communicating to team members, and performing contract reviews retro adjustments and audits.
  • Work closely with MRC to deliver agreed upon services. Collaborates with Producer to determine the appropriate Brokerage Services team
  • Customize client product brochures & creates & documents compliance forms
  • Receive and confirm Marketing Plan from Brokerage services. Review/confirm with client.


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