Client Manager – P&C

• Manage and service an assigned book of Property & Casualty business as the primary client contact
• Lead client strategy, coverage design, risk assessment, and service delivery
• Direct client service team members and align resources with client needs
• Design, market, and implement insurance programs based on client risk profiles
• Review contracts, exposures, and coverage requirements
• Compile underwriting data and engage carriers for program placement
• Execute daily service tasks including endorsements, certificates, and client requests
• Ensure accuracy and timeliness of client deliverables
• Maintain client records and documentation
• Monitor workflows and resolve issues proactively
• Support billing coordination and policy lifecycle management
• Collaborate with Sales, Client Executives, Practice Leaders, internal teams, and carrier partners
• Support onboarding of new clients and compliance standards
• Maintain relationships with underwriters and carrier partners
• Support business development, organic growth, client stewardship, and value demonstration
• Assist with special projects and strategic initiatives
• Represent the organization at meetings and industry functions as needed
• Identify workflow and service delivery improvements
• Stay informed on industry trends, carrier appetites, and market conditions
• Promote best practices across client service operations
• Contribute to team training and development

• Property & Casualty License
• 5-10 years of commercial lines experience
• Client management and servicing experience
• Strong technical knowledge of P&C coverages
• Ability to work independently and manage priorities
• College degree or equivalent experience (preferred)
• Professional designations such as CIC or CPCU (preferred)
• Experience with complex or large accounts (preferred)
• Prior mentoring or leadership experience (preferred)

Demonstrates expertise in Property & Casualty insurance management, client servicing, and risk assessment, with a strong focus on delivering tailored insurance programs and maintaining client relationships. Proficient in compliance standards, workflow improvements, and team leadership.

• Property & Casualty License
• Client Management
• Risk Assessment
• Commercial Lines Experience
• Technical Knowledge of P&C Coverages

• Coverage Design
• Underwriting Data Compilation
• Policy Lifecycle Management
• Contract Review
• Service Delivery Improvement

• Independent Work
• Prioritization
• Mentoring
• Collaboration
• Client Stewardship

• CIC
• CPCU

• Insurance Programs
• Client Strategy
• Billing Coordination
• Market Conditions
• Team Training