Commercial Lines Senior Client Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Senior Client Manager to join a team. This full-time, mid-level position is an excellent opportunity for a professional with a strong background in Commercial Property & Casualty insurance to independently manage a portfolio of select commercial clients. The ideal candidate will excel in client satisfaction, strategic planning, and providing exceptional customer service.

Compensation Package

• Comprehensive health, dental, and vision insurance
• Paid time off and holidays
• Professional development opportunities
• A supportive and inclusive work environment

Responsibilities

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

• Evaluating exposures, obtaining quotes, and negotiating and finalizing terms with carriers.
• Analyzing client risks and providing tailored recommendations.
• Determining markets within the core carrier strategy.
• Preparing and presenting strategic solutions to clients in collaboration with Client Advisors.
• Managing carrier submissions, binding processes, and reviewing binding documents for accuracy.
• Conducting contract reviews and maintaining accurate account details in the agency management system (EPIC).
• Processing renewals, endorsements, cancellations, and proofs of insurance.
• Organizing and maintaining documentation in EPIC.
• Generating standard client and carrier communications, including proposals, change requests, and pre-renewal letters.
• Collaborating with team members to ensure seamless service delivery.
• Ordering loss runs, generating proofs, and reviewing endorsements and audits as needed.

Qualifications/Requirements

To be successful in this role, you should meet the following qualifications:

Work Experience

• A minimum of 3 years of experience in Commercial Property & Casualty insurance with a comprehensive understanding of insurance coverages.

Professional Licenses/Certifications

• A valid state Property & Casualty insurance license is required.

Essential Skills/Competencies

• Proficiency in Microsoft Office Suite, particularly Excel, with the ability to create, format, and evaluate formulas.
• Familiarity with agency management systems (EPIC) and carrier platforms.
• Strong customer service skills with a hands-on, personal approach.
• Ability to build and maintain effective relationships with clients, colleagues, and co-workers.
• In-depth knowledge of guaranteed cost program design, coverage forms, and competitive market trends.
• Strong written, oral, and interpersonal communication skills.
• Critical thinking and problem-solving abilities to address complex situations.
• Capability to develop and implement short- and long-term strategies with a high impact on clients and the business.

Education

• High School Diploma or equivalent experience is required.

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