Property & Casualty Sr. Client Manager ( Remote ) #ESF2949

• Top-ranked insurance and risk management firm based in San Diego.
  
• Recognized repeatedly as a "Best Place to Work" both locally and nationally.
  
• Deeply values culture, community involvement, personal growth, and employee wellbeing.
  
• Stable, growing company with tremendous opportunity for career advancement
  
• Competitive compensation and benefits
  

What you will be doing:

• Provide service to clients in conjunction with the Risk Advisor and/or Executive Client Manager.
  
• Become familiar with all assigned clients and ensure they are well serviced.
  
• Manage the new business and renewal process, review risk management surveys.
  
• Identify exposure to loss and advise clients on appropriate coverages.
  
• Understand complex coverages and class code assignments.
  
• Conduct proactive analysis of underwriting data, including Loss Ratios, Experience Modification Ratings, and Audit Dispute Resolution.
  
• Develop marketing plans with Risk Advisor, Executive Client Manager, and/or insured.
  
• Complete submissions to market new and renewal accounts to insurance carriers.
  
• Prepare proposals, negotiate coverage terms, pricing, and commissions.
  
• Work with underwriters to obtain additional information from clients.
  
• Create and manage client and insurance company facing documents, including Statement of Values, Schedules, etc.
  
• Work with Risk Control Department to monitor complex or significant risk control and claims issues.
  
• Conduct contract and lease reviews to advise clients on risk and compliance issues.
  
• Review Certificates of Insurance for compliance with Contracts, Leases, etc., and provide guidance/training to clients on these tasks.
  
• Maintain positive client and insurance company relationships.
  
• Explain payment requirements to new and existing clients.
  
• Maintain positive relationships with appropriate personnel at client firms to assure retention of accounts.
  
• Oversee, direct, plan, schedule, and mentor the work of your HPT.
  
• Train and give technical supervision to the HPT members.
  
• Demonstrate exceptional negotiating, decision-making, advanced knowledge of coverages, and sales skills.
  
• Maintain high-level relationships with underwriters.
  
• Support and communicate with the Risk Advisor to develop and retain accounts.
  
• Independently conduct client meetings, trainings, and deliver proposals to clients.
  
• Demonstrate exceptional attention to detail and the technical insurance knowledge necessary to identify discrepancies, coverage issues, and documentation errors.
  
• Inform Supervisor/Manager of all matters that may give rise to an E&O claim.
  

Experience you will need:

• Current California Insurance License.
  
• 5+ Years Client Management Experience.
  
• Industry Designations.
  
• Proficiency in PC Applications.
  
• Ability to lead through actions and embrace responsibilities.
  
• Continuous learner who is always seeking to improve.
  
• Team-first mentality and ability to create ways to make peers better.
  
• Deliver exceptional level of service to those you work with.
  
• Strong interpersonal skills and thrive in a team environment.
  
• Effective communicator; both written and verbal.
  
• Trusted to handle confidential and sensitive information.
  
• Strong organization and project management skills.
  
• Ability to focus on the task-at-hand and multi-task as needed.
  
• Great attention to detail and producing high-quality work.
  
• Ability to grasp complex issues and establish proactive solutions.
  
• Strong editing and writing skills.
  
• Positive attitude and work ethic.