Client Manager, Commercial Lines

KEY RESPONSIBILITIES

• Client Service Ownership & Relationship Support: Owns day‐to‐day servicing for assigned accounts, responding to client inquiries with clear guidance and follow‐through, coordinating internal partners, and delivering a consistently high‐quality experience across routine and time‐sensitive needs. Develop relationship with client and participate in meetings.
• Renewal Coordination & Marketing Support: Support Client Executive with renewal planning and execution by organizing internal strategy meetings, managing exposure and loss data, supporting submission and proposal development, and ensuring renewal materials are accurate, organized, and delivered on schedule.
• Policy Lifecycle & Coverage Documentation: Manages mid‐term transactions including applications, endorsements, binders, audits, certificates, and evidence of insurance; supports policy review, quality checks, and carrier corrections to reduce rework and downstream issues.
• Billing, Invoicing & Financial Stewardship: Prepares invoices and allocation schedules, monitors AR/AP activity, investigates billing discrepancies, and escalates issues appropriately to protect client relationships and ensure financial accuracy.
• Systems, Workflow & Vendor/Carrier Navigation: Maintains accurate real‐time documentation in Agency Management Systems, tracks open items across clients, carriers, and vendors, and uses carrier portals and third‐party certificate platforms to keep deliverables complete, current, and compliant.
• Skills & Requirements
• Professional Skills: Strong communication and organization; ability to explain technical concepts clearly; disciplined prioritization; strong accountability; proficiency in Microsoft Office and agency systems.
• Education & Licensing: High school diploma/GED required; bachelor’s preferred; 3–5 years commercial P&C experience; active P&C license; professional designations preferred (CIC, CRM, ARM, CPCU).
• Career Path & Development Focus
• Typical Next Role: Senior Client Manager
• Performing Well in Role: Delivers high‐value service by balancing quality and speed, gathering accurate information to resolve discrepancies, maintaining constructive dialogue with clients and partners, recognizing issues early, and driving open items to closure through strong organization and accountability
• Growth Focus: Strengthen analytical thinking by connecting exposures, documentation, and service activity to prevent downstream issues; improve conflict handling by identifying root causes; and continue refining planning and prioritization across renewal and mid‐term demands.
• Readiness Defined As: Readiness for Senior Client Manager is demonstrated when the Client Manager independently manages more complex accounts with minimal escalation, identifies issues and opportunities early, communicates clearly across stakeholders, and consistently meets service standards while balancing competing deadlines.