5 часов назад
Client Manager - Commercial P&C Accounts (Commercial Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Manager - Commercial P&C Accounts (Commercial Insurance): Managing client service delivery for commercial property and casualty insurance accounts, primarily supporting charter schools, with an accent on renewals, policy administration, and client consultation. Focus on reviewing exposures and loss experience, coordinating carriers, resolving complex client issues, and identifying retention and cross-selling opportunities.
Location: Hybrid schedule required three days per week in the Austin, Dallas, or Houston offices, United States.
Company
A fast-growing property and casualty insurance brokerage and consulting firm with more than 3,000 employees and over 60 offices across the United States.
What you will do
- Manage client service delivery throughout insurance renewals and policy periods for an assigned book of commercial accounts, largely consisting of charter schools.
- Respond to client inquiries, own concerns through resolution, and provide professional consultation on coverage needs.
- Process applications, policy changes, renewals, endorsements, audits, and cancellations while coordinating with insurance carriers.
- Maintain accurate documentation in Sagitta, ImageRight, carrier websites, and email systems.
- Review client exposures, loss experience, and current coverage to recommend proactive insurance solutions.
- Support account remarketing, new account solicitation, client retention, cross-selling, and collaboration with the broader account team.
Requirements
- At least three years of prior commercial insurance experience.
- Strong customer service, communication, diplomacy, organization, and problem-solving skills.
- Ability to assess insurance coverage needs and work independently and collaboratively.
- Broker’s license required.
- Proficiency in Microsoft Office and relevant proprietary databases.
- A bachelor’s degree is preferred; equivalent experience may be considered.
Nice to have
- Insurance designation.
- Experience with an agency management system such as Sagitta.
Culture & Benefits
- Paid time off, paid holidays, and early-close days.
- Paid parental, pregnancy disability and bonding, and donor leave options.
- 401(k) matching, medical, dental, and vision insurance, wellness, and employee assistance programs.
- Mentorship, tuition reimbursement, and leadership development programs.
- Employee recognition, referral bonuses, employee resource groups, and charitable initiatives.
- A collaborative 50/50 work culture focused on teamwork, inclusion, and professional growth.
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