Client Manager - Property & Casualty

Dallas, TX
Full Time
P&C
Experienced

The Plexus Groupe is looking for candidates who dream big. We currently have an opening for a Client Manager - Property & Casualty in our Dallas, TX office.

Do you enjoy strategizing with clients on best-in-class solutions? Do you want to be part of a company growing faster than ever? If so, you will want to read on. 

POSITION SUMMARY:
The role of Property & Casualty Client Manager (CM) serves as the primary business contact for the client and is responsible for client satisfaction. The CM is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the CM is expected to build relationships with clients to encourage new and repeat business opportunities.

ESSENTIAL FUNCTIONS:

  • Responsible for client communications, conflict resolution, and compliance on client deliverables
  • Ensure that client issues are efficiently handled and updating the Client Executive (CE)
  • Provide regular two-way communication between the client and the Client Service Team to exhibit strong team representation and manage client expectations appropriately
  • Ensure that all processes and procedures are completed within the structure of Plexus’ operating model and meet all expected compliance and professional standards
  • Create submissions and proposals in conjunction with the CE. Provide recommendations for standardizing the submission and proposal formats
  • Assist clients with claims reporting instructions and undertake initial efforts to involve other available resources (i.e. Claims and Legal Team) to resolve outstanding claim situations
  • Ensure that the Plexus service platform is delivered within the committed timelines. This includes quotations, proposals, endorsements, stewardship reports (where applicable), audit processing and any other service items that are time and date sensitive
  • In conjunction with the CE, establish a strategy to expand the relationship by offering new products and programs to clients which are a fit with their business operations
  • Perform regular tasks including gathering underwriting and exposure information, complete loss summaries and analyze loss runs, perform policy reviews as necessary, market risks to underwriters and negotiate terms, review quotations of insurance for accuracy in conjunction with the CE, and prepare invoices and follow-up for collections of premiums
  • Be able to undertake a certain amount of client-related travel with the CE and/or Producer to secure and enhance relationships with prospects and clients
  • Carry a sense of urgency in supporting the CE during the pursuit of expanding an existing relationship and new business opportunities
  • Provide direction and oversight of Client Coordinators who are part of your account team.
  • Be prepared to delegate responsibilities that fall outside of the CM role and provide mentorship
  • Enthusiastically engaged in furthering insurance knowledge through insurance related coursework, classes, seminars, and conferences
REQUIREMENTS:
  • BA/BS degree or equivalent experience
  • 5-7 years of experience in insurance field
  • Ability to communicate to explain complex issues, receive and interpret complex information, and respond appropriately
  • Working knowledge of property and casualty insurance products and usage, insurance markets, reference to changes in personnel at markets, and alterations occur on policy forms/coverages
  • Ability to travel up to 25% for presentations to client, prospect, and carrier meetings
  • Ability to work independently as well as in teams
  • Proficient in Microsoft Office Programs, loss forecasting software, agency management systems
  • Must possess a current and valid State Property & Casualty license
PHYSICAL DEMANDS:
  • Ability to perform primarily sedentary work, frequently using a computer (visual acuity, fine motor skills) and telephone (talking/hearing)
  • Read, write, and communicate effectively
  • Lift and carry up to 15 lbs.
  • Ability to drive and handle the physical demands of travel

POSITION TYPE AND EXPECTED HOURS OF WORK:
This is a full-time position. The associate must work 40.0 hours each week to maintain full-time status. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m., with some flexibility in hours.

Compensation and Benefits:
The approximate annual salary range for this position is $70,000 - $100,000. Please note the range provided is a good faith estimate at the time of the posting. Actual compensation within that range is based on a wide variety of factors unique to each candidate, including but not limited to, individual qualifications, depth of experience, knowledge, skills, applicable certifications, and physical work location(s).

The Plexus Groupe offers a comprehensive benefits package and perks for regular, full-time positions. Please access the following link for additional details: https://www.plexusgroupe.com/why/careers/

At The Plexus Groupe, we believe in putting people first, focusing on value, service and lasting partnerships, providing authentic leadership, embracing a team approach to drive accountability and innovation, and delivering straight talk to our clients and employees. Learn more about why we are #ProudlyPlexus

The Plexus Groupe is a Top 100 independent insurance advisory firm, backed by our knowledgeable team, cutting-edge resources, and a global network of partnerships. We specialize in comprehensive services across Benefit Administration Technology, Business Insurance, Employee Benefits, Private Client, and Retirement Services.

As a proud partner of Assurex Global—the world’s largest association of privately held insurance brokers—our risk management professionals provide tailored solutions to meet the diverse needs of our clients worldwide.

Headquartered in Deer Park, IL, with additional offices across the U.S. The Plexus Groupe is an equal opportunity employer. Visit www.plexusgroupe.com to learn more.

 

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