Client Service Manager - Commercial Insurance
Core
Lead service contact for assigned book of business, managing client renewals, onboarding, and retention while designing Property and Casualty solutions to cover identified risks.
Role type
Senior IC Client Service Manager (Commercial Insurance)
Builds
Long-term client partnerships and risk-appropriate insurance coverage solutions
Domain
Commercial Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Client relationship management, Renewal process management, New client onboarding, Risk assessment, Property & Casualty solutions design, Business intelligence gathering, Account rounding, Stakeholder management, Microsoft Office (Excel, Word, PowerPoint, Outlook), Attention to detail
Preferred skills
CIC or CRM Designation, Active Property & Casualty License
Technologies
Agency management systems, Microsoft Office Suite
Responsibilities
Serve as lead service contact for assigned book of business, Manage client renewal process, Direct onboarding of new clients, Maintain 96%+ client retention ratio, Lead Client Engagement Strategy (CES), Perform account rounding and risk assessment, Maintain and grow insurance knowledge through education
Seniority
Mid-Senior, hands-on IC