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Sr. Client Manager Property & Casualty (Specialty-Health Care)

Company: NFP
Location: San Diego
Posted on: January 15, 2022

Job Description:

The Sr. Client Manager interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from their Supervisor. This role may require the employee to take on the role of lead consultant and primary point of contact for their assigned clients. The Account Executive may have revenue goals and/or client retention targets. Clients may include those in the cannabis, biotech and pharmaceutical industries.

Essential Duties And Responsibilities

Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
Works with the Claims Department on relevant claims for assigned clients
Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims
Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
May supervise or direct the daily job activities of the Coordinators and Account Managers
Build and maintain strong relationships with carriers, and clients through regular contact and client visits. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues

Knowledge, Skills, And/or Abilities

Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people/personalities
Strong leadership skills
Must be able to read, analyze and reconcile financial reports
Possess technical expertise plus good analytical and problem-solving skills
Ability to handle situations in a calm, courteous and professional manner
Strong attention to detail, decision making skills and problem resolution
Ablility to work independently/self-starter
Must have a strong understanding of various computer programs, including, but not limited to: Word, Excel, Outlook, Adobe (or another type of pdf Reader/Writer); General

Office Equipment.
Knowledge and Experience working in an Agency Management System (AMS360, Epic, etc). We use EPIC.
Ability to work through self-paced training (if necessary - EPIC)
Strong Internet and Research skills

Education And/or Experience

BA/BS preferred
Typically, more than 5 years of industry and product line experience

Certificates, Licenses, Registration

P&C Insurance License required upon hire
CIC, CPCU or other P&C designation preferred

What We Offer

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

Who We Are

We're NFP, a 4x Best Places to Work award winner in Business Insurance for 2017-2020. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit:

NFP and You... Better. Together.

NFP is an inclusive Equal Employment Opportunity employer.

Keywords: NFP, San Diego , Sr. Client Manager Property & Casualty (Specialty-Health Care), Executive , San Diego, California

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