State Licensed Client Manager

A company is looking for a Client Manager, Commercial Risk in Insurance Advisory Solutions. Key Responsibilities Manage day-to-day activities of client accounts, including policy reviews, contract reviews, and preparing renewal documents Maintain client files accurately and manage client inquiries while coordinating service delivery for assigned accounts Stay informed on regulatory changes and continually seek opportunities to improve processes and mentor colleagues Required Qualifications, Training, and Education At least 4 years of related insurance or associated industry experience Bachelor's degree preferred Must obtain and maintain state insurance license(s) as required Strong technical knowledge of general insurance market conditions and underwriting appetites Proficient in Excel with the ability to manage large spreadsheets of data

Mar 21, 2025 - 18:10
 0
State Licensed Client Manager
A company is looking for a Client Manager, Commercial Risk in Insurance Advisory Solutions. Key Responsibilities Manage day-to-day activities of client accounts, including policy reviews, contract reviews, and preparing renewal documents Maintain client files accurately and manage client inquiries while coordinating service delivery for assigned accounts Stay informed on regulatory changes and continually seek opportunities to improve processes and mentor colleagues Required Qualifications, Training, and Education At least 4 years of related insurance or associated industry experience Bachelor's degree preferred Must obtain and maintain state insurance license(s) as required Strong technical knowledge of general insurance market conditions and underwriting appetites Proficient in Excel with the ability to manage large spreadsheets of data