Client Manager (M&A Select)

The Role

Manage and retain lower mid-market accounts based on revenue, industry, coverage needs, and other key business factors.

Maintain awareness of market trends, carrier updates, and industry changes to anticipate and respond to evolving client needs.

Review and interpret client contracts to ensure appropriate insurance coverage is in place to meet vendor and business partner requirements.

Schedule and lead internal and external strategy meetings, while documenting and communicating outcomes, decisions, and next steps.

Review, finalize, and deliver current and expiring exposure information to support renewal and placement activities.

Collaborate with internal teams, external partners, carriers, and clients to gather updated exposures and underwriting information.

Obtain updated client exposure documentation and perform coverage needs and gap analysis to ensure appropriate insurance solutions are applied.

Manage accurate billing implementation based on client instructions, carrier requirements, and internal procedures.

Design, prepare, negotiate, and deliver client fee and compensation agreements as needed.

Oversee process delivery to ensure legal, compliance, and documentation requirements are met.

Complete client proposals, renewal presentations, summaries, and other key client deliverables.

Lead and coordinate insurance due diligence activities related to mergers, acquisitions, and other corporate transactions, including review of target company insurance programs, identification of coverage gaps and exposures, and integration planning.

Partner with clients, brokers, carriers, legal teams, and transaction stakeholders to evaluate insurance implications of acquisitions and recommend appropriate risk management solutions.

Apply experience and subject matter expertise to support ongoing process improvement and operational efficiency.

Partner closely with peers and resources across domestic and international service centers to deliver consistent and high-quality client service.

Perform acquisition-related responsibilities align well with supporting clients through M&A transactions and insurance due diligence activities.

Qualifications
The Requirements

3-5 years of Property & Casualty insurance experience in a role that is client-facing or carrier facing, M&A experienced is preferred but not required
College degree or equivalent work experience required
Property & Casualty insurance knowledge/experience required
Demonstrate strong problem-solving capability
Excellent verbal and written communication skills to include phone conversation and email communication
Demonstrated analytical ability, strong decision-making skills, and conflict resolution
Demonstrated problem solving abilities, including critical thinking, research, quantitative skills, and creativity
Solid process orientation skills
Technology acumen to work within various internal agency management systems (Epic, Service Hub, Broking Platform, etc.)
Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
Strong time management and organization skills
Solid working knowledge of computer software packages including MS Word and MS Excel (exposure to Excel formulas and Pivot table creation/manipulation a plus)
Must successfully maintain required licensing by completing various Continuing Education activities as needed. Must be able to show valid confirmation of current status of P&C Producers License
Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)