Property & Casualty Senior Client Manager
Required skills
- Property & Casualty
- Senior Client Manager
- Remote
- Risk Advisor
- Executive Client Manager
- new business
- renewal process
- risk management surveys
- exposures to loss
- coverages
Nice to have
- related field experience
Role summary
We are seeking a qualified Property & Casualty Senior Client Manager for a remote opportunity. This role involves providing day-to-day client service, managing new business and renewal processes, identifying exposures, and advising clients on coverages. Responsibilities include analyzing underwriting data, developing marketing plans, submitting accounts to carriers, negotiating terms, and preparing proposals. The Senior Client Manager will also conduct contract and lease reviews, manage client documents, monitor claims, and ensure compliance with Certificates of Insurance. Additionally, this role requires maintaining strong client and carrier relationships, leading a High Performance Team, and identifying potential E&O claims.
- Provide day-to-day service to clients in conjunction with the Risk Advisor and/or Executive Client Manager
- Manage the new business and renewal process; review risk management surveys
- Identify exposures to loss and advise clients on appropriate coverages
- Understand complex coverages and class code assignments
- Conduct proactive analysis of underwriting data including Loss Ratios, Experience Modification Ratings, and Audit Dispute Resolution
- Develop marketing plans with Risk Advisors, Executive Client Managers, and insureds
- Complete submissions to market new and renewal accounts to insurance carriers
- Prepare proposals; negotiate coverage terms, pricing, and commissions with carriers
- Work with underwriters to gather additional information from clients as needed
- Create and manage client and carrier-facing documents including Statements of Values and Schedules
- Collaborate with Risk Control to monitor significant claims and risk control issues
- Conduct contract and lease reviews to advise clients on risk and compliance matters
- Review Certificates of Insurance for compliance; provide client guidance and training
- Maintain and grow strong relationships with clients, underwriters, and carrier personnel
- Oversee, direct, plan, and mentor your High Performance Team (HPT)
- Independently conduct client meetings, deliver proposals, and lead client training sessions
- Identify and escalate all matters that may give rise to an E&O claim
- See full job description for requirements
- Experience in a related field is preferred
- How many years of experience do you have relevant to this Property & Casualty Senior Client Manager role?
- Do you hold any required licenses or certifications for this position?
- Are you available to work fully remote?
Originally posted on Himalayas
