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Senior Client Manager - Middle Market

Oswald Companies · Bloomfield Hills, MI · 2 mo ago
Business DevelopmentFull-time

Position Summary

Senior Client Manager, Middle Market – Job Description

Responsible for managing an assigned book of Property & Casualty business by serving as the primary client contact, delivering tailored risk management and insurance solutions, and providing direction to internal support teams. This role is accountable for client retention, satisfaction, and growth by aligning coverage strategies with client needs and organizational goals, while balancing hands-on service delivery with strategic client advisory responsibilities.

Key Responsibilities

  • Serves as the primary service contact for clients, owning relationships and ensuring all service needs are met.

  • Provides direction to client service teams and aligns internal resources to meet client objectives.

  • Acts as subject matter expert in Property & Casualty coverage and risk solutions.

  • Collaborates with Sales and Client Executives to support retention and growth strategies.

  • Identifies, designs, and implements cost-effective insurance solutions for clients.

  • Oversees marketing efforts including underwriting data gathering and carrier engagement.

  • Performs contract reviews, exposure analysis, and coverage placement.

  • Participates in client meetings and presents coverage recommendations.

  • Ensures timely and accurate handling of service needs including certificates, endorsements, and billing coordination.

  • Maintains quality and accuracy of client deliverables and documentation.

  • Monitors service timelines and resolves issues proactively.

  • PARTNERS WITH SALES, CLIENT EXECUTIVES, AND INTERNAL TEAMS TO SUPPORT ONBOARDING AND ONGOING SERVICE DELIVERY.

  • COORDINATES WITH CARRIER PARTNERS TO SECURE OPTIMAL COVERAGE AND PRICING.

  • SUPPORTS AGENCY RELATIONSHIPS AND CLIENT INTERACTIONS AT ALL ORGANIZATIONAL LEVELS.

  • SUPPORTS NEW BUSINESS, RETENTION, AND GROWTH INITIATIVES.

  • ASSISTS WITH SPECIAL PROJECTS AND PRACTICE-LEVEL INITIATIVES.

  • REPRESENTS THE ORGANIZATION IN MEETINGS AND INDUSTRY FUNCTIONS AS NEEDED.

  • IDENTIFIES OPPORTUNITIES TO IMPROVE SERVICE DELIVERY AND OPERATIONAL EFFICIENCY.

  • MANTAINS KNOWLEDGE OF CARRIER APPETITES, INDUSTRY TRENDS, AND BEST PRACTICES.

  • CONTRIBUTES TO DEVELOPMENT OF PROCESSES, PLAYBOOKS, AND TEAM CAPABILITIES.

  • CONTRIBUTES EXPERTISE AND GUIDANCE TO IMPROVE CLIENT SERVICE STANDARDS.

  • SUPPORTS DEVELOPMENT OF TRAINING MATERIALS AND BEST PRACTICES.

  • HELPSDRIVE CONSISTENCY ACROSS TEAMS AND SERVICE DELIVERY MODELS.

  • DELIVERING HIGH-QUALITY, CLIENT-FOCUSED SERVICE AND RISK SOLUTIONS.

  • RETAINING AND GROWING ASSIGNED BOOK OF BUSINESS.

  • ENSURING ACCURACY, TIMELINESS, AND RELIABILITY OF ALL CLIENT DELIVERABLES.

  • BUILDING STRONG RELATIONSHIPS WITH CLIENTS, CARRIERS, AND INTERNAL TEAMS.

  • DEMONSTRATING OWNERSHIP AND SOUND DECISION-MAKING IN ALL CLIENT MATTERS.

Required Qualifications

  • Property & Casualty License required.

  • 5–10 years of experience in commercial lines insurance.

  • Prior Property & Casualty client management experience.

  • Strong technical knowledge of Commercial Lines coverage.

  • Ability to work independently and manage multiple priorities.

  • Strong communication and relationship management skills.

Preferred

  • College degree preferred but not required.

  • Advanced certifications or professional designations.

  • Experience supporting growth or transformation initiatives.

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