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Mid-Market Client Manager

Waukesha, WI 53188

Posted: 06/19/2024 Employment Type: Permanent Category: Business Professional Job Number: 26819

Job Description

Looking for a new opportunity? Check out this role! Dahl Consulting is currently partnering with a leading insurance and risk advisory firm. We work one-on-one with great candidates to help connect them with employment opportunities. This company is hiring a Mid-Market Client Manager for a permanent role! Interested? Get more details below!

  • Worksite Location: Waukesha, WI

What you will do as the Mid-Market Client Manager:

  • Coordinate the servicing of a book of business with all internal and external stakeholders, demonstrating an advanced level of knowledge of all commercial lines of insurance
  • Monitor and address aged accounts receivable with clients
  • Communicate and develop relationships with clients to ensure their satisfaction with services provided and escalate complaints and concerns to appropriate stakeholders
  • Visit clients as necessary to review policies, audits, loss run analyses and experience mods/projections
  • Oversee service commitments to ensure compliance by colleagues
  • Manage carrier relationships on behalf of clients to ensure the accurate and timely issuance of policies and endorsements as agreed upon
  • Prepare policy documents and other documents, such as client commitment (CSRV) Bound coverages document, summary of insurance for delivery to clients as per client deliverable procedures
  • Verify, dispute, and process audit endorsements in a timely manner
  • Audit and update agency management systems to ensure all required entries are made and documentation is created and correctly filed in accordance with established timetables, naming conventions and procedures

What you will bring to the Mid-Market Client Manager role:

  • Bachelor’s degree is required
  • 5+ years of similar experience
  • Must have strong commercial lines technical knowledge
  • Must understand all forms of coverage and risk alternatives
  • Proficient with Microsoft Word and Excel
  • Applied Systems agency management experience preferred
  • Ability to obtain Property and Casualty License within 75 days of onboarding

Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with the next steps! For questions or more information about this role, please call our office at (651) 772-9225.

As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

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About Waukesha, WI

Explore exciting job opportunities in the vibrant area surrounding Waukesha, Wisconsin! Known for its picturesque parks like Frame Park and gorgeous landscapes, Waukesha offers a perfect blend of small-town charm and big-city amenities. As the birthplace of Les Paul, this city celebrates its rich musical heritage and hosts the annual Waukesha BluesFest. With proximity to Milwaukee, home to the Milwaukee Art Museum and theater district, job seekers in Waukesha can enjoy a diverse cultural scene. Indulge your taste buds with the local favorite cheese curds or visit the iconic Leinie Lodge for a brewery tour. Don't miss the chance to catch a game by the beloved Milwaukee Bucks or Brewers at the Fiserv Forum or American Family Field. Embrace the opportunities for professional growth and a fulfilling career in the captivating region around Waukesha!