Client Service Consultant, Risk Management

San Mateo, CA
Client Service, Risk Management
Full-time
The Risk Management Client Service Consultant leads and supports our clients through strategic design, implementation and overall management of their property and casualty insurance programs. The Risk Management Client Service Consultant also works directly with our sales team to offer a unified service offering to existing clients and prospects.  

What You Get To Do

    • Offering strategic risk advisory service, becoming a valued member of their risk team
    • Designing, implementing, communicating and servicing risk management programs for new and existing clients
    • Driving and managing the client decision making process and executing the renewal process
    • Educating clients on their risk management insurance portfolio
    • Acting as the liaison between the client and vendors/carriers
    • Preparing and presenting proposals to new business and existing clients
    • Partnering with Sequoia team members to manage the overall client experience
    • Presenting market analysis to clients and prospects

Qualifications

    • 10+ years of property & casualty client service and account management experience
    • Bachelor’s degree required
    • Licensed Property & Casualty broker
    • Broad understanding of risk management program designs
    • Ability to communicate and interface effectively with CEOs, CFOs, Executive Staff and Human Resources professionals
    • An individual of high integrity with good judgment skills, and who is committed to doing what is right for their client.
    • Demonstrated ability to build strong working relationships
    • Organized and detail-oriented with strong analytical skills
    • Ability to handle multiple projects simultaneously in a deadline-driven environment
    • Strong written and oral communication skills
    • Must be resourceful, responsive, team focused and committed to providing exceptional customer service
Sequoia’s Culture – Our most important asset:

Integrity
Passion for service
Innovative
Growth oriented
Caring for others
Promise-centric
Focused on relationship building

Compensation & Benefits

Sequoia provides competitive compensation including base salary, performance based bonus programs, and comprehensive benefits package including 401(k) matching.