THE ROLE
The Client Manager is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. In addition, the Client Manager is responsible for the input of new business and marketing documents as well as other administrative duties as required to enhance the team’s overall effectiveness.
WHAT YOU’LL DO:
Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
Actively engaged in supporting the growth of the company;
A key emphasis on building rapport and relationships through internal team mentorship and through external client relations;
Overseeing and mentoring Client Managers, Client Associates, and Client Coordinators including helping their career development by supporting them to attend client meetings as appropriate;
Delegate, develop, and coach the team to ensure timelines are being met;
Determine customer needs, negotiate coverages and terms, respond to complaints and inquiries, and process transactions;
Continue to review the client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements in collaboration with the Senior Advisors;
Ensure EPIC workflows are followed including maintaining and updating custom forms;
Ensure accurate and timely servicing and billing of accounts; and
Other duties as required.
