Senior Client Manager - Commercial Risk - Tustin

Burnham WGB is a team of talented and dedicated risk consultants uniquely equipped to solve the biggest challenges facing your organization.

Our expert advisors thoroughly assess your business and situation to develop creative, comprehensive, and cost-effective solutions that are uniquely yours.

Over 35 years, the innovative programs and bottom-line results we’ve secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity.

We provide a complete range of commercial insurance products and services including loss control and claims consulting, risk management, and personal insurance to successful individuals and families.

We are proud to have been named one of Orange County's "Best Places to Work" by the Orange County Business Journal. We are also annually recognized by Insurance Journal as one of the "Top 100 Independent Insurance Agencies."

POSITION SUMMARY :

The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement / renewal strategy.

PRIMARY RESPONSIBILITIES :

• Performs all Client Manager, Commercial Risk responsibilities as well as :
• Assists in establishing and maintaining appropriate commercial carrier relationships.
• Performs marketing activities for large accounts as assigned.
• Prepares risk maps or peer reviewing risk maps for assigned accounts.
• Coordinates service delivery including developing initial placement / renewal strategy.
• Completes special projects.
• Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership.
• When requested, serves as a mentor to new colleagues.

EDUCATION AND EXPERIENCE REQUIREMENTS :

• Education : None required; Bachelor’s degree and working towards a professional insurance designation preferred
• Experience (years and type of experience) : 10 years’ experience and demonstrated proficiency in Commercial Account Management required;

10+ years’ experience and demonstrated proficiency in Commercial Account Management preferred

• Certification(s) : None required; None preferred
• License(s) : Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required;

Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED :

• Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
• Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects.
• Demonstrates effective presentation skills through verbal and written communications.
• Exhibits excellent client service and problem-solving skills.
• Can comfortably work in a collaborative manner with a team of professionals from CRMG and other business segments.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED :

• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary
OTHER REQUIREMENTS :
• None
• None

SPECIAL WORKING CONDITIONS :

• Fast paced multi-tasking environment
• Some travel may be required

IMPORTANT NOTICE :

This position description is intended to describe the level of work required of the person performing in the role and is not a contract.

The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.

All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT) :

BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws.

All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

The starting pay is $80,215.00 - 119,600 USD annual plus. Salary is negotiable upon time of offer.

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