Hybrid Client Manager – Insurance Advisory Solutions

Posted 4 days ago

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About the role

  • 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

Benefits

  • Health insurance
  • Flexible working hours
  • Professional development opportunities

Job title

Client Manager – Insurance Advisory Solutions

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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