Senior Client Relationship Manager

Job Description Day to Day

You will act as the primary service contact for your clients, overseeing renewals, coverage analysis, carrier negotiations, and all day‑to‑day policy servicing. This role offers a strong blend of technical insurance work, strategic client planning, and hands‑on relationship management. You will collaborate closely with Client Advisors, Account Executives, and carrier partners while working alongside a service pod of Account Managers and Associates.

• Evaluate exposures, obtain quotes, negotiate terms, and finalize carrier offerings
• Lead risk analysis, gather client information, and provide technical coverage recommendations
• Determine markets aligned with carrier strategy
• Prepare and deliver strategic renewal materials and carrier submissions
• Bind coverage, review binding documents, and ensure accuracy
• Maintain accurate account, policy, and contact data within EPIC
• Process renewals, endorsements, cancellations, proofs of insurance
• Generate standard client and carrier communications (BORs, proposals, pre‑renewal letters, etc.)

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

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• 3+ years of Commercial P&C insurance experience (commercial line)
• Strong understanding of commercial insurance coverages and guaranteed cost programs
• Active Property & Casualty insurance license (In Ohio)
• Proficient in EPIC and carrier portal systems
• Has a book of business specifically for small companies
• Education Strong MS Office skills;
  Excel proficiency (formulas, formatting, templates)
• High School Diploma or equivalent experience