Job Title: Commercial Lines Senior Client Manager - Local Service Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Senior Client Manager - Local Service Manager to join a dynamic team. This leadership role involves managing client relationships, ensuring exceptional service delivery, and driving client retention. The ideal candidate should have a strong understanding of commercial insurance and the expertise to lead and mentor account management teams. The position focuses on delivering outstanding results and fostering a positive work environment.

Responsibilities

• Proactively manage a portfolio of commercial clients by maintaining strong, positive relationships and delivering exceptional service.
• Develop strategic plans for client accounts, ensuring proper alignment with company goals and client objectives.
• Support clients in identifying coverage needs, policy analysis, and renewal negotiation.
• Serve as the primary point of contact for escalated client concerns and ensure prompt resolution.
• Collaborate with team members to ensure seamless service delivery and account management.
• Mentor and guide account managers to maintain high-performance standards.
• Conduct periodic reviews with clients to assess satisfaction, recommend policy adjustments, and identify new opportunities.
• Stay updated on industry trends, regulations, and market changes to offer informed recommendations to clients.
• Prepare and present detailed reports, including forecasts and other analytics, to senior management and clients.
• Foster a culture of continuous learning and development by encouraging team participation in professional growth opportunities.

Qualifications/Requirements

• Bachelor’s degree in Business, Insurance, or a related field; industry certifications preferred (CIC, CPCU, ARM, etc.).
• Minimum of 5 years of experience in commercial lines insurance, with a proven track record in client management roles.
• Comprehensive knowledge of insurance principles, products, and regulatory requirements.
• Exceptional communication, negotiation, and interpersonal skills to build and maintain long-term relationships.
• Demonstrated leadership abilities, with experience mentoring, coaching, and managing teams.
• Proficiency in managing client accounts via CRM tools and other relevant software systems.
• Detail-oriented and highly organized, with excellent time management and multitasking abilities.
• Ability to adapt to a fast-paced, dynamic work environment and handle pressure with professionalism.
• A valid insurance license or willingness to obtain one within the required timeframe.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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