Commercial Lines Senior Client Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Senior Client Manager to join a team. This role is pivotal in ensuring client satisfaction and delivering strategic planning for a select book of middle-market commercial clients. The ideal candidate will possess a strong understanding of insurance coverages, demonstrate exceptional customer service, and have the ability to manage complex client needs effectively. This position offers a hybrid work environment.

Compensation Package

• Salary Range: $72,000 - $80,000 annually, based on experience and qualifications.
• Benefits: Comprehensive benefits package, including 401(k) plan.
• Work Environment: Hybrid (3 days in-office, 2 days remote) or fully remote within California.
• Equipment: Company-provided equipment for remote work.

Responsibilities

• Serve as the primary service contact for a portfolio of middle-market commercial clients.
• Evaluate exposures, obtain quotes, review, negotiate, and finalize insurance policies.
• Analyze client risks and provide tailored recommendations.
• Develop and execute strategic plans in collaboration with the Client Advisor.
• Prepare and submit complete carrier submissions.
• Review and ensure accuracy of binding documents and contracts.
• Maintain accurate account details, contacts, and policy information in the EPIC system.
• Process renewals, endorsements, cancellations, and proofs of insurance.
• Utilize templates and system-generated letters for client and carrier communications.
• Create and manage activities in EPIC, assigning tasks to team members as needed.
• Conduct contract reviews and provide consultation on coverage needs.
• Stay informed on industry trends, competitive markets, and client requirements.

Qualifications/Requirements

• Experience: Minimum of 3 years in Commercial Property & Casualty insurance with a comprehensive understanding of insurance coverages.
• Licenses/Certifications: Active state Property & Casualty insurance license is required.
• Education: High School Diploma or equivalent experience.
• Technical Skills:
  • Proficiency in Microsoft Office Suite, particularly Excel and Word.
  • Familiarity with agency management systems (EPIC preferred) and carrier sites.
  • Ability to quickly adapt to new technology platforms.
• Soft Skills:
  • Strong written, oral, and interpersonal communication skills.
  • Exceptional problem-solving and critical thinking abilities.
  • Team-oriented with a collaborative mindset.
  • Proven ability to develop and implement effective strategies.
  • High attention to detail and organizational skills.

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