Client Manager, Team Lead, PC

Holmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of “Caring for your unique potential is our SOUL purpose!”

Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! We truly believe every employee within our company contributes their own unique talents for the greater good, and we thrive on knowing our environment supports and cares for everyone’s individual strengths.

We are looking to add a Client Manager to join our Property & Casualty team in Minneapolis, MN. Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.

The purpose of this position is to evaluate the needs and risks of existing clients, assist in creating an insurance program specific to client needs and strengthen the client relationship, while providing them with technical expertise in a professional and timely manner.  This role includes understanding the client’s business operation and marketing those needs to the appropriate carriers to cover the risks of their business.  Furthermore, the Client Manager assists the sales team in the actual sales and marketing of new and renewal property/casualty insurance programs in accordance with established Agency and sales team goals and objectives. Leverages advanced skill set and insurance knowledge to design and place insurance. Uses understanding of client needs to expand business opportunities and further solidify client relationships.

Here's just a bit of what you’d do:

Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs which may include but not limited to:

Client Service Duties:

• Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to the following:
  • Tracks expiration dates of current clients to ensure renewals are completed.
  • Reviews insurance in place and assesses future needs of client.
  • Evaluates and recommends insurance options for clients.
  • Consistently available for client inquiries, as well as, responds to client requests in a timely and professional manner.
  • Maintains an awareness of all client service issues.
  • Researches and investigates client insurance concerns.
  • Instigates meetings or telephone contact with clients to proactively address issues and explores opportunities to enhance services currently provided.
  • Delivers insurance policies as requested by the account executive.
  • Assists with other projects as needed.
• Investigates or identifies appropriate resources to resolve complex insurance issues ensuring client and sales team satisfaction.
• Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are satisfactorily resolved.
• Maintains visibility with clients, fostering lasting relationships developed through professional and technical expertise, as well as, understanding client’s business needs.

Account Administration:

• Take ownership and lead accounts.
• Attend Insurance Carrier Meetings.
• Meet with team for pre-renewal meetings on qualifying accounts and development of client opportunities.
• Market renewal policies and negotiate with insurance company underwriters.
• Prepares client renewal reviews and applications, orders renewals, and ensures accurate invoicing as well as the completion of required documents.
• Attend Client renewal meetings, as required.
• Accountable for account accuracy by ensuring that on-line customer information, as well as items received by carriers are accurate and current to include; exposure schedules, policy formats, policy endorsements, premiums, and invoicing.
• Review quotes on accounts for accuracy and prepare proposal documents for client.
• Assists in the quality management and file audit process.
• Promotes the agency and the insurance industry in the community.

Technical Duties:

• Manages various complex insurance plans such as claims made policies, loss sensitive risk funding plans, and loss development and loss forecasting.
• Interprets pol