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.