Client Relationship Manager, Commercial Risk-Middle Market
Core
Primary liaison between insurance carriers and clients, managing commercial insurance programs, renewals, and service inquiries to drive satisfaction and retention.
Role type
Mid-level commercial insurance account manager
Builds
Tailored commercial insurance coverage solutions and risk management strategies
Domain
Insurance brokerage / Commercial Risk
Deliverable
client delivery
Required skills
Commercial insurance program management, Policy compliance analysis, Coverage strategy development, Renewal process management, Carrier negotiation, Regulatory filing oversight, Client onboarding coordination, Data analysis for exposure trends, Agency Management Systems proficiency, Presentation skills
Preferred skills
Professional insurance designation, Experience with offshore teams or third-party partners, Property & Casualty state license
Technologies
Applied Epic, Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), Digital workflow tools
Responsibilities
Build and maintain strong client relationships as the primary point of contact, Assess client needs and develop tailored coverage solutions, Lead the renewal process by preparing and presenting coverage options, Manage the client service calendar including onboarding and renewals, Ensure insurance programs comply with applicable regulations, Liaise with carriers and vendors to negotiate contracts and resolve issues, Oversee new client onboarding with C-suite engagement, Develop client-facing communication materials and risk reports
Seniority
Mid-level, hands-on IC