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Client Manager: Commercial Insurance

Reseco Advisors

Phoenix, arizona


Job Details

Full-time


Full Job Description

We are seeking an independent, detailed Client Manager who is process management-focused to join our team. You will be a great fit if you are extremely detailed working on small to medium-sized projects for your clients and your team. As a Client Manager, you will be in a fast-paced environment that is hyper-structured around efficiency and providing solutions to our clients.

This role requires a candidate with strong attention to detail skills and carries an ability to follow the existing process and structure to meet the needs of our clients.

Responsibilities:

  • Anticipate and work with your team to deliver strategic solutions to our clients.
  • Present to prospect results of due diligence and forward strategies alongside the advisor
  • Assist the service team to prepare all documents needed prior to the final renewal presentation
  • Monitor and respond to client requests
  • Develop, monitor, and completion of stewardship based on agency revenue
  • Cultivate and develop internal continuing education of Assistant CMs and Coordinators
  • Identify and address all coverage concerns of carriers and clients
  • Communication with client and client stakeholders for gathering all pertinent information needed for accurate renewal negotiations and pricing, collaborating with Reseco Team
  • Collaborate with the marketing team for review and finalization on the accuracy for renewal presentation documents


Requirements

For this specific role, we would like you to have:

  • Several years of experience in managing insurance clients.
  • Strong problem-solving skills and process driven.
  • Ability to work with clients on a daily basis.
  • Ability to work well in a team environment.
  • CIC or CISR would be a great addition

Benefits

You'll also receive

  • Unlimited PTO
  • Healthy bonus structure
  • Travel expenses
  • Employee Benefit Incentive dollars
  • Immediate eligibility in our 401k

Starting Salary $70000-$110000/annually

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