Client Manager, Commercial Lines
Core
Primary service owner delivering consistent, high-quality client service and supporting the long-term success of complex commercial property and casualty insurance programs.
Role type
Senior IC client manager (commercial insurance)
Builds
Client service execution, renewal strategies, and policy documentation for commercial accounts
Domain
Insurance (Commercial Property & Casualty)
Deliverable
client delivery
Required skills
Commercial P&C insurance knowledge, client relationship management, transaction management (applications, endorsements, audits), billing and invoicing, agency system proficiency (Sagitta, ImageRight, CSR24), carrier portal management
Preferred skills
CIC, CRM, ARM, or CPCU designations, Bachelor's degree, valid driver's license
Technologies
Sagitta, ImageRight, CSR24, carrier portals
Responsibilities
Manage insurance transactions outside renewals (applications, endorsements, binders, audits), respond to client inquiries on policy terms and coverage, prepare invoices and allocation schedules, maintain accurate records in Agency Management Systems, coordinate internal renewal strategy meetings, compile loss summaries and supporting documentation, manage policy review and quality checks, coordinate binding and post-binding activities
Seniority
Mid-level, hands-on IC