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The Senior Client Manager oversees client relationships in the insurance sector, manages service delivery, mentors teams, and develops business strategies, primarily for Charter Schools.

Build, validate, and operationalize analytics, dashboards, and analytics applications for Property & Casualty and Employee Benefits on Azure Databricks. Collect, cleanse, integrate, and analyze insurance data; prototype analytical solutions; create visualizations and reports; and collaborate with solution engineers and stakeholders to deploy data-driven insights and improve processes.

Build, validate, and operationalize analytics and dashboards for Property & Casualty and Employee Benefits. Collect, clean, and integrate insurance data, perform exploratory analysis, prototype models, and collaborate with solution engineers to deploy analytics on Azure Databricks while communicating insights to stakeholders.

Provide administrative support for the Financial Services insurance team: data entry into Sagitta, renewals, certificates, billing/invoicing, policy issuance, surplus lines filings, filing in ImageRight, and liaising with accounting and carriers. Requires strong attention to detail and customer service skills.

Serve as primary client contact for senior living accounts: manage day-to-day service, renewals, policy changes, claims reporting, certificates, invoicing, applications, insurer submissions, negotiate terms, prepare proposals, and maintain account data in agency systems (Sagitta).

Manage new business pipeline and coordinate internal resources to deliver proposals and onboarding for Private Equity/M&A clients. Support producers, drive strategy sessions, oversee portfolio management and stewardship reporting, and service select PE firms. Maintain trackers and collaborate with placement and service teams to ensure coverage, renewals, and client deliverables.

Drive business growth by generating leads, meeting prospects, delivering presentations, attending industry events, partnering with senior financial professionals, and supporting client relationship development while completing training and obtaining insurance licenses.

Manage new business pipeline and coordinate internal teams to deliver proposals, onboard clients, and steward private equity portfolios. Support producers on strategy, renewals, and reporting while maintaining trackers and providing best-in-class P&C insurance service to clients.

Manage commercial insurance renewals and client relationships for financial services accounts. Prepare exposure analyses, gather submission materials, evaluate quotes, build proposals, support new business and consulting assignments, maintain pipelines/trackers, and collaborate with producers and placement teams to ensure accurate policy coverage and client service.

Build, validate, and operationalize analytics and dashboards on Azure Databricks for Property & Casualty and Employee Benefits. Collect, cleanse, and integrate insurance data, perform exploratory and statistical analysis, prototype analytics solutions, and communicate insights via visualizations to stakeholders while collaborating with engineers and business teams.