Specializing in Insurance, Bonds & Benefits

Discover A Rewarding Career With South Risk Management

We should all do what we love, right? That’s exactly the case at SRM. Why not join us?

South Risk Management was founded by four individuals who seriously enjoy helping clients control risk, but knew there had to be a better way than working for large insurance firms. So we started our own firm with a vision that values relationships: with our clients, our carriers, our people, and our families.

The good news for you is that SRM is actively seeking like-minded people in the insurance industry who want to leverage their talents and energy and who share our vision for growth and balance. Because if you don’t love what you’re doing, how can you be the best you can be for your clients, your company and your family?

Client Manager

Role: Client Manager
Department: Property & Casualty – Commercial Lines

The Client Manager is an account management position, providing service
externally to clients as well as internally to producers and other agency personnel.

Essential Duties

Coordinate with producers and other agency personnel to support or take lead in:

  • Delivering superior service through efficiently and effectively identifying, communicating, and responding to client needs and objectives.
  • Operating as liaison between clients and company underwriters.
  • Providing comprehensive client coverage review, analysis, and recommendations.
  • Preparing and evaluating documents such as applications, submissions, and presentations.
  • Presenting meaningful proposals to clients, demonstrating a deep understanding of their business and complimenting individual needs.
  • Marketing accounts through analyzing client exposures and program availability.
  • Maintaining in-depth product knowledge across available coverages.
  • Negotiating and assessing terms and conditions with carriers and wholesalers.
  • Processing and tracking new business, renewals, policy activity, receivables, and deliverables.
  • Upholding the integrity of complete and accurate client files.
  • Invoicing premiums and quoting finance agreements.
  • Advocating for clients in claims situations.
  • Complying with agency policies and procedures.

Qualifications

  • Degree in Risk Management or minimum five years experience
  • Active producer’s license in South Carolina
  • Excellent verbal, written, and interpersonal communication skills
  • Proficiency in Microsoft Office, including Outlook, Word, and Excel
  • Knowledge of AMS360 software preferred, but not required

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