CareerPlan

Client Manager- Commercial P&C Accounts

Dallas, TXFull-time2026-09-17 → 2026-11-11
Hybrid · United States

Core

Manage client service delivery and expand relationships for a book of business largely comprised of Charter Schools in the commercial property and casualty insurance sector.

Role type

Senior IC Client Manager (Commercial P&C)

Builds

Client service programs and retention strategies for large commercial accounts

Domain

Insurance (Property & Casualty)

Deliverable

client delivery

Required skills

Commercial insurance experience, client relationship management, policy administration, cross-selling, carrier coordination, risk assessment

Preferred skills

Broker's license, insurance designations, agency management system proficiency

Technologies

Sagitta, Image Right, Microsoft Office

Responsibilities

Process policy changes, renewals, and endorsements; review client exposures and loss experience; assist with new account solicitation and retention; maintain file documentation; resolve client inquiries and concerns

Seniority

Mid-Senior, hands-on IC