Client Manager responsible for managing insurance accounts and maintaining client relationships. Collaborating with insurance partners to deliver optimal service and solutions.
Responsibilities
Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance
Responsible for assisting in establishing and maintaining appropriate carrier relationships
Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices
Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues
Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
Completes special projects as assigned
Requirements
At least 4 years' of related insurance experience
Bachelor's degree preferred
Obtain and maintain a state insurance license(s), as required by the State Department of Insurance
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