Client Manager - Towson, United States - Unison Risk Advisors

Description

Working at RCM&D and SISCO is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees.

Client Manager - Property & Casualty - Commercial Lines

Job Summary: Responsible for providing quality management1 of client relationships with oversight, guidance, and input from other senior members of the team. This includes growth on current book of business, an understanding of client's business, a minimum of 95% retention, and client satisfaction for a book of business.

Essential Duties and Responsibilities include the following:

Quality Client Service & Expertise

• Competently manage the client service cycle, monitor timeframes and meet renewal deadlines
• With oversight, guidance and input from the CE/Producer:
• Participate in stewardship planning and annual meeting by writing and creating portions of the report and performing research on the documents needed for the report
• Retain and develop accounts by:
• Making recommendations regarding the risk to the client for the most cost effective and proper insurance coverage
• Preparing, writing proposals and providing quote comparisons
• Evaluating and recommending other lines
• Providing additional resources for the client as needed
• Performing contract and new acquisition review
• Market renewal and new lines of insurance including:
  • Creating coverage specifications
  • Participate in creating manuscript coverage wording to satisfy a client's coverage need
  • Analyzing quotes received from carriers.
  • Negotiating with carriers
  • Creating and presenting the coverage analysis
• Review policy coverage and identify cross-selling and additional revenue opportunities
• Develop thorough understanding of client businesses, their policies, practices, and industries
• Understand and guide clients through the initial objective setting process
• Analyze data to draw conclusions and recommend findings to client
• Assess client needs and questions and reviews options with clients, making sound recommendations on a day-today basis
• Functional understanding of agency management computer system and other related software products
• Basic understanding of client's business, policies and industries
• Produce high quality work
• Understand and stays current with technical and professional standards
• Ensure legislative, regulatory and technical developments are appropriately communicated to clients
• Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements
• Achieve a minimum rating of 90% from E&O Plus audits on all accounts
• Keep informed of all new sales programs. Attend company sponsored seminar and educational activities, including staff webinars/seminars, necessary to maintain product knowledge and underwriting expertise
• Demonstrate consultative approach in work

People Management and Relationships skills: Even though this position does not manage people, the client manager must be able to perform the following:

• Delegate appropriately and provide development opportunities for co-workers
• Display professional, social and teamwork skills
• Work well within a team and possess a positive attitude
• Manage and meet expectations of co-workers and clients
• Possess good oral and written communication skills both internally and externally.
• Proactively provide clients and associates with relevant information (industry developments) throughout the year to create and maintain loyalty
• Interact confidently with people in a variety of situations
• Listen and communicate well and adapt to different work styles
• Train co-workers through on the job training

Productivity

• Book of Business
• Participate in internal and external networking activities
• Manage projects to meet deliverable deadlines, meet expectations
• Keep tasks up to date and current
• Possess awareness of firm's service capabilities to generate ideas and solutions for clients and cross selling opportunities

Additional Job Duties:

• Participate in any special projects at management's request.
• Additional job duties as assigned.

Minimum Qualifications Required to Successfully Performing the Essential Job Duties:

• College degree or equivalent work experience.
• Three to five years experience, with a high level of dependability, handling large accounts.
• Must possess strong interpersonal skills in written and verbal communication, planning and analysis.
• Intermediate to Advanced knowledge and skills of Microsoft office suite such as Word, Excel, and PowerPoint.
• Ability to accurately perform advanced mathematical calculations.
• Intermediate to Advanced knowledge and skills and effective use of office equipment, primarily computer, telephone, fax machine, copier and calculator.
• Above average to excellent grammatically proper speaking and writing skills to effectively communicate with customers and insurance companies.

Other Qualifications: Certificates, Licenses, Registrations Required to Successfully Performing the Essential Job Functions:

• Advanced insurance designations, such as CIC, CPCU, CEBS, CLU or other pertinent designations desirable
• Appropriate jurisdictional license required
• Maintain Appropriate Licenses: Life and Health, Property and Casualty desired for cross-selling opportunities
• Recognized as a knowledgeable resource in their field

Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.