Property & Casualty Client Manager - Phoenix, United States - Reseco Insurance Advisors
Description
We are seeking an independent, detailedClient Manager who is process management-focused to join our team.
You will be a great fit if you are extremely detailed working on small to medium-sized projects for your clients and your team.
As a Client Manager, you will be in a fast-paced environment that is hyper-structured around efficiency and providing solutions to our clients.
Responsibilities:
- Anticipate and work with your team to deliver strategic solutions to our clients.
- Present to prospect results of due diligence and forward strategies alongside the advisor
- Assist the service team to prepare all documents needed prior to the final renewal presentation
- Monitor and respond to client requests
- Develop, monitor, and completion of stewardship based on agency revenue
- Cultivate and develop internal continuing education of Assistant CMs and Coordinators
- Identify and address all coverage concerns of carriers and clients
- Communication with client and client stakeholders for gathering all pertinent information needed for accurate renewal negotiations and pricing, collaborating with Reseco Team
- Collaborate with the marketing team for review and finalization on the accuracy for renewal presentation documents
- Several years of experience in managing insurance clients.
- Strong problemsolving skills and process driven.
- Ability to work with clients on a daily basis.
- Ability to work well in a team environment.
- CIC or CISR would be a great addition.
Compensation package:
- Compensation for the role is in the range of $50,000 $80,000/annual.
- Unlimited PTO
- Healthy bonus structure
- Travel expenses
- Employee Benefit Incentive dollars
- Immediate eligibility in our 401k
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