Commercial Lines Client Manager

Key Responsibilities

Client Service & Relationship Management

• Provide exceptional service to clients by assisting with policy changes, claims, certificates of liability, and general inquiries.
• Build and maintain strong relationships with key clients through responsiveness and professionalism.
• Attend client meetings with Client Manager and/or Producers as needed.

Policy & Coverage Management

• Review contracts and analyze coverage to ensure clients are adequately protected.
• Recommend additional coverages and coordinate with other departments to offer solutions not currently provided by the agency.
• Verify accuracy and compliance of policies received from carriers and deliver them per Client Manager instructions.

Renewal & Marketing

• Participate in monthly marketing meetings 90–120 days prior to policy expiration.
• Review renewal exposures, identify changes, and collaborate with the Client Manager.
• Prepare and submit applications to carriers, compare quotes, and create marketing spreadsheets for review.

Administrative & System Management

• Manage and file customer documents in the agency management system.
• Maintain accurate records and ensure timely completion of all tasks in accordance with the Commercial timeline.
• Work independently to manage workload and meet deadlines.

Team Collaboration & Development

• Share knowledge and best practices with other team members.
• Attend insurance carrier meetings and stay informed about market trends, underwriting requirements, and compliance updates.
• Perform additional duties as assigned by the Management Team.

Qualifications

• Prior experience in commercial insurance or a related field required
• Strong organizational and time management skills
• Excellent written and verbal communication abilities
• Ability to work independently and collaboratively in a team environment