Become a Client Manager specializing in commercial insurance and optimize client interactions. Manage a diverse book of business while ensuring high retention rates and exceptional service.
This position calls for an individual with a solid 5-year background in commercial insurance. You will engage closely with Producers, tackle service issues, and help expand business opportunities through effective communication. Your duties will include the preparation of proposals and maintaining accurate account documentation.
Key Responsibilities:
• Manage renewal processes for clients
• Collaborate with team members for service delivery
• Maintain a retention rate of at least 95%
• Prepare and review client proposals and documents
• Support cross-sell initiatives and business development campaigns
Requirements:
• At least 5 years of commercial insurance experience
• R.I.B.O. license required
• Preference for C.I.P. or C.A.I.B. designations
• Strong attention t...