Jobs · Customer Service

Client Manager, Commercial Lines

Trucordia · Bakersfield, CA · Today
RemoteRemoteCustomer ServiceFull-time

Duties and Responsibilities

  • Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C.
  • Manage an assigned book of Commercial Lines and Agriculture/Farm & Ranch insurance clients.
  • Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals.
  • Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy.
  • Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure.
  • Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction.
  • Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization.
  • Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit.
  • Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement.
  • Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers.
  • Mentor junior account management staff, providing training, technical guidance, and performance feedback.

Qualifications

  • Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty and Life & Health.
  • Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision.
  • Strong knowledge of insurance markets, risk management strategies, and advanced policy structures.
  • Experience supporting Agriculture, Farm & Ranch, Agribusiness, or related insurance programs preferred.
  • Proven leadership skills, with experience mentoring or managing support staff or junior team members.
  • Excellent client-facing communication, presentation, and strategic consulting skills.
  • Proficient in AMS360 and other relevant tools and platforms.
  • Active P&C and/or Life & Health licenses required; advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred.
  • Ability to handle high-pressure situations with poise and a client-first mindset.

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