Client Manager, Commercial Risk - Insurance Advisory Solutions

TN United Kingdom; Norwich; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Client Manager to join their Commercial Risk team in Norwich. This role involves building strong relationships with clients and insurance partners while ensuring high-quality service delivery. You'll manage client accounts, handle inquiries, and advise on coverage options. The ideal candidate will have excellent communication skills and a solid background in account management. If you're ready to thrive in a fast-paced environment and contribute to a dynamic team, this opportunity is perfect for you.

Qualifications

• 3+ years in a Commercial Account Manager role.
• Must obtain state insurance license within 90 days.

Responsibilities

• Maintain client files and documentation accurately.
• Perform accounting functions including invoicing and premium allocation.
• Manage day-to-day activities of client accounts.

Skills

Effective presentation skills

Communication skills

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Education

State insurance license

3 years of experience in Commercial Account Management

Tools

Insurance-related software

Job description

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Client Manager, Commercial Risk - Insurance Advisory Solutions, Norwich

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Client:

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

ae595cdcb036

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

PRIMARY RESPONSIBILITIES:

1. Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.

2. Compose professional business correspondence via letter, email, and/or other means

3. Perform accounting/math related functions including invoicing, premium allocation, and other tasks as necessary.

4. Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims.

5. Interact with others effectively by utilizing good communication skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company.

6. Attend client meetings with the Advisor or Director Risk Management, when requested

7. Assist co-workers in responding to client inquiries or processing work, when needed

8. Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance.

9. Assist client inquiries via telephone and email, relaying information and follow up for timely service to the insured.

10. Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.

11. Actively seek out referrals from the current client base to solicit for new business prospects; follow up to generate new business using prospect database and automation system.

12. Cultivate strong relationships with insurance company partners and be responsible for knowing carrier requirements and attributes.

13. Identify opportunities to improve the firm, business segment, and processes. Bring issues and discrepancies to the attention of appropriate leadership.

KNOWLEDGE, SKILLS & ABILITIES:

1. Demonstrate effective presentation skills through both verbal and written communications.

2. Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook; ability to learn other insurance-related software.

3. Exude behavior aligned with the firm’s core values and culture.

EDUCATION & EXPERIENCE:

1. Obtain and maintain a state insurance license(s) as required by the State Department of Insurance, or be willing to obtain all necessary licenses within the first 90 days of employment.

2. At least 3 years of experience in a Commercial Account Manager role.

OTHER:

1. Ability to work in a fast-paced, multi-tasking environment.

2. Willingness to travel as required.

IMPORTANT NOTICE:

This position description outlines the primary responsibilities and is not a contract. Duties may be added or modified as needed. Reasonable accommodations will be provided for applicants and colleagues with medical or religious needs.

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