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About the Role

Manage the internal service process and relationships for assigned property and casualty client companies within the Emerging Risk Team, working with innovative companies globally and providing risk management guidance.

Responsibilities

• Independently manage client relationships and accounts within the Emerging Risk Group, handling venture-backed accounts.
• Manage a book of up to $1MM in volume revenue, serving approximately 85 clients.
• Serve as the primary client contact for day-to-day service, addressing questions and requests.
• Develop, analyze, and implement competitive insurance programs, presenting alternatives.
• Prepare market quotes for renewals and new business.
• Manage the onboarding process for new clients.
• Manage the marketing process for prospect companies.
• Prepare and review client communications for delivery.
• Collaborate with producers, clients, and underwriters to gather information, quote rates, prepare proposals, and service accounts.
• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements.
• Review, evaluate, rate, and market Commercial Insurance applications and documents for accuracy.
• Compile and organize client information for processing new business, renewals, cancellations, and endorsements.
• Perform thorough contract reviews for clients.
• Manage database files and input information, maintaining documents in agency management systems.
• Provide training to Account Coordinators.
• May manage Account Coordinators.
• May manage and/or train the next level down.
• Perform other duties and special projects as assigned.

Requirements

• Must have experience managing internal service processes and client relationships.
• Must have experience with property and casualty insurance.
• Must have experience handling venture-backed accounts.
• Must have experience managing a book of business up to $1MM in revenue.
• Must have experience serving approximately 85 clients.
• Must be able to act as a primary client point of contact.
• Must be able to respond to client questions and requests.
• Must be able to develop, analyze, and implement insurance programs.
• Must be able to prepare market quotes for renewals and new business.
• Must be able to manage the onboarding process of new clients.
• Must be able to manage the marketing process for prospect companies.
• Must be able to prepare and review client communications.
• Must be able to communicate and collaborate with producers, clients, and underwriters.
• Must be able to obtain information, quote rates, prepare proposals, or service existing accounts.
• Must be able to maintain current files.
• Must be able to prepare policy renewal questionnaires.
• Must be able to recommend coverage enhancements.
• Must be able to review, evaluate, rate, and market Commercial Insurance applications and documents.
• Must be able to compile and organize client information.
• Must be able to process new, renewal, cancellation, and endorsement information.
• Must be able to perform thorough contract reviews.
• Must be able to perform database file management and input information.
• Must be able to accurately manage and maintain documents in agency management systems.
• Must be able to provide training to Account Coordinators.
• May be required to manage Account Coordinators.
• May be required to manage and/or train the next level down.
• May be required to perform other duties and special projects as assigned.

Skills

• Client Relationship Management
• Account Management
• Emerging Risk Management
• Venture Capital
• Property and Casualty Insurance
• Insurance Program Development
• Market Analysis
• Quoting
• Client Onboarding
• Client Marketing
• Client Communication
• Underwriting
• Proposal Preparation
• Policy Renewals
• Coverage Analysis
• Commercial Insurance
• Contract Review
• Database Management
• Agency Management Systems
• Training
• Team Management

About the Company

• We are a smart, dynamic, and fun-loving group privileged to be working with some of the most innovative companies across the world.
• We provide risk management guidance to companies across multiple industries.
• We promote from within whenever possible and are committed to the professional development of our team members, providing time and funding for courses and seminars.