Job Summary

Seeking a highly skilled and experienced Commercial Lines Senior Client Manager to join a team. This role involves independently managing a portfolio of middle-market commercial clients, ensuring client satisfaction, and providing strategic planning. The ideal candidate will possess a strong understanding of commercial property and casualty insurance, demonstrate exceptional customer service skills, and have the ability to build and maintain effective relationships with clients and colleagues.

Compensation Package

Salary: $63,000 annually
Benefits: Comprehensive benefits package, including 401(k) plan
Work Environment: In-office position with a collaborative and professional team

Responsibilities

As a Commercial Lines Senior Client Manager, your primary responsibilities will include:

Serving as the primary service contact for a portfolio of middle-market commercial clients.
Evaluating exposures, obtaining quotes, and negotiating and finalizing terms with carriers.
Analyzing client risks and providing tailored recommendations.
Preparing and submitting complete carrier submissions.
Managing renewals, endorsements, cancellations, and proofs of insurance.
Reviewing binding documents for accuracy and ensuring timely notifications to carriers.
Conducting contract reviews and maintaining accurate account details in the EPIC system.
Leveraging templates and system-generated letters for client and carrier communications.
Collaborating with team members to ensure seamless service delivery.
Providing expert consultation on coverage needs and program design.
Developing and implementing strategies to address client needs and industry trends.

Qualifications/Requirements

To be successful in this role, candidates must meet the following qualifications:

Work Experience

Minimum of 3+ years of experience in Commercial Property & Casualty insurance.
Comprehensive understanding of insurance coverages and guaranteed cost program design.

Education

High School Diploma or equivalent experience required.

Professional Licenses/Certifications

Active state Property & Casualty insurance license is required.

Technical Skills

Proficiency in Microsoft Office Suite, particularly Excel (creating, formatting, and evaluating formulas).
Familiarity with agency management systems (EPIC preferred but not mandatory).
Ability to quickly adapt to new technology platforms.

Essential Skills/Competencies

Strong written, oral, and interpersonal communication skills.
Exceptional problem-solving and critical-thinking abilities.
Proven ability to develop and implement short- and long-term strategies.
Hands-on, client-focused approach to customer service.
Team-oriented with a collaborative mindset.

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Commercial Lines Senior Client Manager

Job description