Business Insurance Sr. Client Manager (Insurance)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
TL;DR
Business Insurance Sr. Client Manager (Insurance): Managing a complex book of business and leading client teams through renewal strategies and rate negotiations with an accent on client relationship management and risk analysis. Focus on optimizing insurance portfolios, executing renewal exposure analysis, and ensuring high-level service delivery for corporate clients.
Location: Must be based within driving distance to Lexington, KY (minimum 3 days per week in office)
Company
Agency (MMA) provides business insurance, employee health & benefits, and retirement solutions to organizations and individuals globally.
What you will do
- Lead client teams in renewal strategy meetings and manage the execution of deliverables.
- Perform rate negotiations for renewals and competitive quotes, escalating complex cases to producers.
- Develop and maintain positive working relationships with C-level client leadership, including CEOs and CFOs.
- Conduct renewal exposure analysis and perform non-admitted carrier due diligence.
- Prepare and lead client presentations, including the development of detailed meeting agendas.
- Coordinate with Subject Matter Experts for loss control, claims, and communications resources.
Requirements
- 5-7 years of prior professional experience in insurance client management.
- Bachelor's Degree or equivalent work experience.
- Advanced proficiency in managing the annual life cycle of a book of business, including new business and renewals.
- Expert knowledge of insurance products, lines, and marketing techniques.
- Advanced skills in Microsoft Office, specifically Excel.
- Ability to commute to the Lexington, KY office at least 3 days per week.
Nice to have
- Advanced degree in Risk Management (RMIN), Finance, or Accounting.
- Professional designations such as CIC, CRM, ARM, or CPCU.
Culture & Benefits
- Comprehensive medical, dental, and vision insurance.
- 401K plan with company match.
- Generous paid time off (PTO) and Volunteer paid time off (VTO).
- Tuition reimbursement and professional development opportunities.
- Company-paid life and disability insurance.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β