Client Service Manager - Real Estate Insurance
Core
Lead service contact for assigned commercial real estate insurance book of business, managing renewals, onboarding, and retention while driving growth and risk assessment.
Role type
Client Service Manager (Commercial Real Estate Insurance)
Builds
Long-term client partnerships and retention in the mid-to-large market commercial space
Domain
Insurance Brokerage / Property & Casualty
Deliverable
client delivery
Required skills
Client relationship management, renewal process management, new client onboarding, account rounding, risk assessment, coverage design, business intelligence gathering, stakeholder coordination
Preferred skills
CIC or CRM Designation, Property & Casualty License
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Oversee client service needs and support team engagement, manage client renewal process, direct new client onboarding, maintain 96%+ client retention ratio, support business growth through account rounding and coverage solutions, lead Client Engagement Strategy (CES)
Seniority
Mid-level, hands-on IC