Client Partner

• Working knowledge of Agency Management System, including navigation and delegation of tasks to team members
• Conduct initial rate negotiations for renewal and competitive quotes
• Organize responses and present them to the Client Team / Producer for review
• Escalate complex negotiations to the Client Team / Producer when appropriate
• Direct and manage the Client Team on strategy, client deliverables, and meeting client expectations
• Develop positive working client relationships with the Client Team
• Communicate with various leadership levels within client organizations
• Inform the Client Team of significant changes relating to clients or carriers
• Lead renewal strategy meetings with the Producer
• Execute or delegate deliverables and manage task completion
• Assist other Senior Client Managers during high-volume periods
• Prepare client presentations and meeting agendas
• Attend and lead portions of client meetings as directed by the Producer
• Use Reference Connect, Playbook, MMA U, Loss Forecaster, CAT Modeling, and Mod Master
• Coordinate with client teams and subject matter experts for applicable resources
• Participate in new business proposal presentations
• Participate in internal and external renewal strategy meetings
• Perform renewal exposure analysis
• Send submissions to market or Rates Online
• Perform non-admitted carrier due diligence in accordance with state rules
• Perform premium, rate, and coverage comparisons
• Negotiate with markets
• Generate and update fee agreements
• Finalize proposals and present them to clients
• Send bind orders to carriers
• Receive binders from carriers and transmit MMA binders to clients
• Perform renewal premium allocation
• Order endorsements and coverage changes from carriers
• Perform audit reviews and address discrepancies
• Provide complex contract review

Client Partner jobs in Tennessee

Senior Business Insurance Client Manager