Client Manager - Commercial Insurance

NACBA; Sacramento, Northern (CA, KY); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K savings

Job summary

NACBA, a leading insurance brokerage, seeks a Client Manager to provide advanced technical support to Client Executive Service and to perform Client Administrator duties for existing clients, while coordinating with team members. The role may also step in as Client Executive for assigned accounts during renewals and new business presentations.

Essential duties include advising on coverages and claims data, preparing renewal specs, and reviewing loss reports.

Qualifications

• Bachelor's degree with 2-3 years of daily World Class client service.
• Maintain a valid unrestricted California Fire & Casualty Solicitors license.
• Advanced insurance designations preferred and a willingness to pursue further education.
• Significantly exceed expectations if currently employed at Marsh & McLennan Agency.
• Excellent understanding of insurance terminology and brokerage functions.

Responsibilities

• Continue duties of a Client Administrator and assist Client Executive with analyses.
• Proactively prepare renewal specifications and rough draft proposals.
• Assist with marketing renewal business as directed by Client Executive.
• Prepare experience modification projections using software.
• Review practice and calculations published by rating agencies and correct as needed.
• Ensure timely delivery of policies to clients and assist with Stewardship Reports.
• Review loss run and claim status, prepare Loss Summaries and Large Loss Reports.
• Visit clients with Client Executive for renewal preparation and presentations.
• Assist with Accounts Receivable collections and participate in E&O audits.

Skills

Client service

MS Office

Communication

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members. In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.

Essential Duties & Responsibilities

• Continue to perform all duties of a Client Administrator at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business.
• Proactively prepare renewal specifications and rough draft proposals.
• Assist with and/or manage the marketing of renewal business as directed by Client Executive.
• Prepare experience modification projections using Intellicomp or other available software.
• Review accuracy of experience modification calculations published by state rating agencies/bureaus.
• Timely review policy checking notes from policy checkers and make corrections to the policy as necessary. Review issues with Client Executive as necessary. As needed, check policies on your own as needed if time allows or a rush situation. Manage the timely delivery of the policies to the client either via email, in person or via online portal.Assist Client Executives in completion of Stewardship Reports.
• Review loss run and claim status reports.
• Prepare Loss Summaries and Large Loss Reports.
• Periodic visits to clients with Client Executive, including active participation in new business and renewal preparation and presentation.
• Assist with collections of Accounts Receivables.
• Participate in E&O Audits.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.

Education and/or Experience

• Bachelor's degree plus 2-3 years of daily World Class Client service is required; or, a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily World Class Client service.
• Maintain a valid unrestricted California Fire & Casualty Solicitors license.
• Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
• Significantly exceed expectations in existing position if currently employed at Marsh & McLennan Agency.
• Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of commercial insurance.
• Proficiency with MS Office Software (Word, Excel, Outlook).
• Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Occasional travel to client sites may be required. Travel may consist of an overnight stay.
• Individual shall not pose a direct threat to the health or safety of other individuals in the workplace.

#MMAwest

#MMABI

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The applicable base salary range for this role is $64,700 to $120,400.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.