Job Description

Commercial Lines Senior Client Manager (Temporary)

Job Summary

Seeking a highly skilled and experienced Commercial Lines Senior Client Manager to join a team on a temporary basis. The ideal candidate will independently manage client relationships, provide expert advice, and deliver exceptional service.

Compensation Package

• Hourly Rate: $38/hour
• Work Hours: Monday-Friday, 9:00 AM - 5:00 PM ET (30-minute unpaid lunch break)
• Target Bonus (if hired full-time): 3.5%
• Start Date: As soon as possible

Responsibilities

Primary Activities (60% of time)

• Evaluate exposures, obtain quotes, review, negotiate, and finalize quotes.
• Gather client information, analyze risks, and provide tailored recommendations.
• Determine markets within the Core Carrier Strategy.
• Develop solutions and prepare for strategy meetings with Client Advisors.
• Create complete carrier submissions and manage the submission process.
• Obtain signed binding documents and notify carriers.
• Review binding documents for accuracy.
• Conduct contract reviews.

Additional Responsibilities

• Maintain accurate account details, contacts, and policy information in EPIC.
• Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance.
• Organize and attach documents in EPIC.
• Utilize templates and system-generated letters for standard communications.
• Create and assign activities in EPIC to team members.
• Order loss runs, generate proofs, and review endorsements and audits as needed.

Qualifications/Requirements

Work Experience

• Minimum of 3 years of experience in Commercial Property & Casualty insurance with a comprehensive understanding of insurance coverages.
• Current experience in a broker or independent agency setting.

Professional Licenses/Certifications

• Active state Property & Casualty insurance license is required.

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