Head of Partner Development leading strategic partnerships at the World Economic Forum. Driving new business growth and building long - term strategic relationships in North America.
About the role
- Business Insurance Client Manager managing a high-profile, complex book of business at MMA. Driving client relationships while supporting business insurance and employee benefits.
Responsibilities
- Independently drive your own book or proactively involved with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
- Maintain client relationships independently or in concurrence with client team.
- Inform account team of any significant changes relating to the client.
- Prepare or review materials for discussion with client team / Producer.
- May depend on client team / Producer for rate/coverage negotiations.
- Organize responses and present them to client team / Producer for review.
- Assists other Client Managers during high volume times as needed.
- Execute on the deliverables as communicated by the client team.
- Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding).
- Attend and actively participate in client meetings when requested by the Producer.
- Provide new business and renewal support based on the following tasks: Compile broker of record letters
- Participate in internal renewal strategy meetings
- Transmit renewal requests to clients via email or Indio
- Gather renewal information from client
- Perform exposure analysis
- Send submissions to market or rates online
- Perform non-admitted carrier due diligence in accordance with state rules
- Perform premium, rate and coverage comparisons
- Generate / update fee agreement
- Finalize proposal upon receipt from vendor and presents to client
- Send bind order to carrier
- Receive binder from carrier and transmits MMA binder to client
- Perform renewal premium allocation
- Provide general service support based on the following tasks: Order endorsements / coverage changes to carrier
- Perform audit reviews and address discrepancies
- Provide basic contract review
Requirements
- 3-5 years prior experience
- Advanced Degree (RMIN, Finance, Accounting) experience a plus
- Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress
- Task leadership, ability to prioritize and organize daily tasks as well as general account management.
- Developing proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members
- Handle smaller, less complex accounts
- Manage a book of business under guidance of Client Team and Sales Collaboration
- Advanced application of prioritization & organizational skills.
- Intermediate application of prioritization & organizational skills
- Proficient Project Management
- Broadening carrier relationships with marketing and underwriting
- Continued development of products/line knowledge and marketing techniques.
- Up to date with current trends, regulations, etc.
- Intermediate application of tools & resources
- Intermediate application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel
- A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability
- Must have an active Property & Casualty license.
Benefits
- Generous time off, including personal and volunteering
- Health Insurance
- 401k
- Professional development opportunities
- Hybrid work
- Six week paid parental leave for the birth or adoption of a child
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Client Success Partner for Core Accounts in a fast - paced environment ensuring client retention and satisfaction through engagement strategies. Working with internal teams to enhance client experience.
Client Partner leading strategic relationships with major utility clients at Kraken, focusing on technology and sustainability initiatives. Managing escalations, client value realization, and commercial growth.
Client Partner leading strategic relationships with large utility and energy clients at Kraken. Focused on technology, transformation, and sustainability in energy sector.
Sustainability Client Partner focused on enhancing sustainability strategies for businesses. Collaborate with Business Development team for effective client outreach and sales activities.
Client Development Partner at LexisNexis driving legal AI adoption through senior stakeholder engagement and practical solutions. Collaborating with legal professionals to enhance legal workflows with Protégé.
Principal Client Partner collaborating with executives on human capital strategies. Leading transformative deployments to unlock performance, culture, and growth at BetterUp.
Lead strategic banking client partnerships at SAP Fioneer to drive growth in the EMEA region. Take ownership of business development and successful client transformations.
Senior Government Consultant managing a portfolio of Medicaid projects for clients in a hybrid role. Responsible for business growth, team management, and strategic advice on Medicaid policies.
Client Manager in healthcare design at Salas O’Brien, leveraging national portfolio for local growth. Leading project delivery and developing long - term client relationships in Miami.