Senior Client Manager- Commercial Lines, P&C
Core
Manage commercial P&C insurance clients, process policies and applications, negotiate premiums, and support sales strategies.
Role type
Senior Client Manager (Commercial Lines, P&C)
Builds
Client service workflows, insurance proposals, and policy documentation
Domain
Insurance brokerage, Property & Casualty
Deliverable
client delivery
Required skills
Property Casualty coverage knowledge, Marine/Boat/Yacht expertise, Agency Management Systems proficiency, Excel for premium allocation, California P&C Broker License, multi-tasking, problem analysis
Preferred skills
Mid-size brokerage experience, Microsoft Office suite, industry vertical management (LROs, Contractors, Manufacturers)
Responsibilities
Maintain client trust and resolve issues, process applications and policy documents, negotiate premiums with underwriters, prepare sales proposals, manage invoicing and expirations, coordinate with sales teams for cross-selling
Seniority
Senior, hands-on IC