Commercial Lines Senior Client Manager

Seeking a highly skilled and experienced Commercial Lines Senior Client Manager to join a team. This role involves independently managing a portfolio of middle-market commercial clients, ensuring client satisfaction, and providing strategic planning. The ideal candidate will possess a strong understanding of commercial property and casualty insurance, demonstrate exceptional customer service skills, and have the ability to build and maintain effective relationships with clients and colleagues.

• Salary: $63,000 annually
• Benefits:
  Comprehensive benefits package, including 401(k) plan
• Work Environment:
  In-office position with a collaborative and professional team

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

• Serving as the primary service contact for a portfolio of middle-market commercial clients.
• Evaluating exposures, obtaining quotes, and negotiating and finalizing terms with carriers.
• Analyzing client risks and providing tailored recommendations.
• Preparing and submitting complete carrier submissions.
• Managing renewals, endorsements, cancellations, and proofs of insurance.
• Reviewing binding documents for accuracy and ensuring timely notifications to carriers.
• Conducting contract reviews and maintaining accurate account details in the EPIC system.
• Leveraging templates and system-generated letters for client and carrier communications.
• Collaborating with team members to ensure seamless service delivery.
• Providing expert consultation on coverage needs and program design.
• Developing and implementing strategies to address client needs and industry trends.

To be successful in this role, candidates must meet the following qualifications:

• Minimum of 3+ years of experience in Commercial Property & Casualty insurance.
• Comprehensive understanding of insurance coverages and guaranteed cost program design.

• High School Diploma or equivalent experience required.

• Active state Property & Casualty insurance license is required.

• Proficiency in Microsoft Office Suite, particularly Excel (creating, formatting, and evaluating formulas).
• Familiarity with agency management systems (EPIC preferred but not mandatory).
• Ability to quickly adapt to new technology platforms.

• Strong written, oral, and interpersonal communication skills.
• Exceptional problem-solving and critical-thinking abilities.
• Proven ability to develop and implement short- and long-term strategies.
• Hands-on, client-focused approach to customer service.
• Team-oriented with a collaborative mindset.