Position Summary

The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. 

Primary Responsibilities 

Evaluates exposures, obtains quotes, review, negotiate and finalize quotes

Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.

Determines Markets within Core Carrier Strategy

Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.

Creates complete carrier submission and submits

Obtains signed binding and notifies carriers

Reviews binding documents for accuracy

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