Client Manager, Commercial Lines
Core
Support Client Executives with commercial property & casualty insurance operations, including renewals, quotes, policy reviews, and compliance analysis.
Role type
Senior IC Client Manager (Commercial Lines)
Builds
Insurance policies, quotes, and compliance reports for commercial clients
Domain
Insurance (Property & Casualty)
Required skills
P&C insurance licensing, policy administration, market analysis, Agency Management Systems, regulatory compliance
Preferred skills
Insurance designations, advanced Microsoft Office, multi-tasking
Technologies
Agency Management Systems, Microsoft Office
Responsibilities
Assist Client Executives with renewals, quote reviews, and proposal preparation; Process endorsements and audits; Conduct policy reviews and market comparisons; Deliver certificates of insurance and auto IDs; Assist with carrier application preparation.
Seniority
Mid-level, hands-on IC