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OhioMeansJobs|Cleveland-Cuyahoga County Client Manager, Property & Casualty - Hybrid - OMJ|CC in Cleveland, Ohio

OhioMeansJobs|Cleveland-Cuyahoga County is sourcing for multiple Client Manager, Property & Casualty for  a company in Cleveland 44114.

 

[JOB PURPOSE]{.underline}

Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business.

[ESSENTIAL DUTIES AND RESPONSIBILITIES]{.underline}

  • Serves as the key service client contact to identify, design, communicate and implement cost effective Property & Casualty solutions to cover risk appropriately; includes pre-qualifying, reviewing, identifying and procuring coverage needs.
  • Collaborates with Sales / Business Development and Client Executive teams to support the achievement of defined new business, retention and growth goals.
  • Maintains a book of business by practice based on complexity and the servicing of client needs:

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``` - Select Accounts: 60 -- 100 accounts; total book value of $600k to $1M.

Ensures all client service needs are delivered in a timely and professional manner including contract reviews, exposure and coverage questions, proposals, binding communications, certificate template creation and approval, etc.

Works closely and supports agency relationships with appropriate client contacts at all levels.

Directs the onboarding of new clients by collaborating with the Sales / Business Development staff to obtain thorough and accurate information required for the established agency compliance standards.

Serves the Practice Leader, Team Leader, Client Executives and Sales / Business Development staff in the development and implementation of the Oswald Companies Client Service Deliverable for new and existing accounts; attends client meetings where necessary.

Risk Assessment - demonstrates the ability to examine the operations of an insured and/or prospect thoroughly, identifying the potential internal and external exposures that could negatively impact their respective business.

Marketing - compiles the appropriate underwriting information for a given account, and engages the most favorable carrier partners to review/quote the necessary coverage based upon the needs of the client coupled with our extensive knowledge regarding carrier appetites and relationships.

Servicing - ensures the day-to-day servicing needs of our clients are addressed in a timely, complete and professional manner, which includes but is not limited to certificate issuances, endorsement requests, coverage inquiries, billing coordination, etc.

Stewardship - coordinates team members in the preparation of a comprehensive list of services rendered to a client in a given time period; concisely articulates the value of those products and services to the insured.

Loss Control - assists insureds and/or prospects to understand ways in which risk can be minimized or mitigated and helps facilitates those services as appropriate.

Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placem

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