Client Manager - P&C

Key Responsibilities

• Serve as the primary client contact for an assigned book of business.
• Lead client strategy including coverage design, risk assessment, and service delivery.
• Provide direction to client service team members and ensure alignment with client needs.
• Act as subject matter expert in Property & Casualty insurance solutions.
• Design, market, and implement insurance programs based on client risk profiles.
• Review contracts, exposures, and coverage requirements.
• Compile underwriting data and engage carriers for optimal program placement.
• Execute daily service tasks including endorsements, certificates, and client requests.
• Ensure accuracy and timeliness of all client deliverables.
• Maintain comprehensive client records and documentation.
• Monitor servicing workflows and resolve issues proactively.
• Support billing coordination and policy lifecycle management.
• Collaborate with Sales, Client Executives, and Practice Leaders to drive growth and retention.
• Partner with internal teams and carrier partners to deliver client solutions.
• Support onboarding of new clients and ensure compliance standards are met.
• Maintain strong relationships with underwriters and carrier partners.
• Support new business development and organic growth strategies.
• Participate in client stewardship and value demonstration efforts.
• Aid in special projects and strategic initiatives.
• Represent the organization at meetings and industry functions as needed.
• Identify opportunities to improve workflows and service delivery.
• Stay informed on industry trends, carrier appetites, and market conditions.
• Promote best practices across client service operations.
• Contribute to training and development of team members.

Qualifications

• Property & Casualty License.
• 5–10 years of commercial lines experience.
• Client management and servicing experience.
• Strong technical knowledge of P&C coverages.
• Ability to work independently and manage priorities.
• College degree or equivalent experience preferred.
• Professional designations (e.g., CIC, CPCU) preferred.
• Experience with complex or large accounts preferred.
• Prior mentoring or leadership experience preferred.