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.
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