Under minimal supervision, this position provides technical advice and customer service to existing clients, and develops new accounts in accordance MMA growth initiatives. In addition, Client Manager regularly interacts with outside vendors, clients usually via the telephone, and in person with associates at all levels of the company.

Essential Duties & Responsibilities

• Responsible for growth of new and renewal business.
  • Seek new business and account rounding opportunities to meet agreed upon book goals and department cross selling goals.
  • Coordinate coverage placement after conducting thorough marketing search and providing proposals with recommendations based on findings.
• Coordinate and execute client servicing within the scope of the services available in the department.
  • Develop strong relationships with clients’ management team to identify current and future needs and risks, and develop a renewal strategy for the upcoming policy year.
  • Provide direction and instruction to administrative associates to ensure policy contracts, legal and other documents, and correspondence are accurate, properly issued, and in accordance with company procedure.
  • Oversee administrative associates’ preparation of renewal underwriting information as well as the servicing of client continued insurance needs.
  • Review and deliver policy contracts.
  • Monitor accounts receivables, working with accounting on outstanding amounts due.
  • Maintain accurate data within agency management systems.