Client Manager, Executive Risk

Client Manager Executive Risk Job Description

Position Summary

The Client Manager is responsible for managing a portfolio of Management Liability insurance accounts serving as the primary liaison between clients carriers and internal teams. This role oversees the full client service lifecycle including renewals coverage analysis marketing and placement carrier negotiations and strategic consultation to ensure optimal risk management solutions. The position supports organizational growth through client retention relationship development and delivery of high-quality compliant service while balancing both execution and leadership responsibilities.

Key Responsibilities

Functional Leadership & Ownership

• Own and manage a book of commercial client accounts and act as a primary point of contact.
• Provide strategic guidance on risk management and insurance coverage.
• Partner with Client Executives Risk Advisors and carriers to deliver tailored solutions.

Hands-On Execution & Delivery

• Market renewals and new lines including analyzing and negotiating quotes.
• Proactively coordinate broking around renewal cycles according to established service timelines and standards
• Support the placement of Management Liability Cyber and Professional Liability programs based on client needs and risk profiles.
• Negotiate with carriers to obtain competitive coverage terms conditions and pricing.
• Review binders and policies for accuracy and alignment with negotiated coverage terms.
  
• Prepare proposals coverage comparisons and policy reviews.
• Maintain accurate client records and transactions in EPIC.

Reporting Quality & Operational Support

• Ensure accuracy and quality of policies contracts and deliverables.
• Meet renewal deadlines and manage service timelines.
• Maintain compliance with E&O standards and audits (90% rating).

Cross-Functional Partnership & Integration

• Collaborate with internal departments and external carriers.
• Partner with internal teams to prepare submissions respond to underwriter questions and evaluate coverage options and quotes.
• Support seamless coordination across service teams and stakeholders.

Growth Change & Special Initiatives

• Participate in stewardship planning and client meetings.
• I dentify cross-selling and revenue growth opportunities.

Process Improvement & Best Practices

• Stay current on market trends and industry standards.
• Recommend improvements to workflows and service processes.

Accountability

• Deliver high-quality compliant client service and solutions.
• Maintain strong client relationships and retention.
• Ensure accuracy timeliness and operational excellence.

Qualifications

• Bachelors degree in Business Risk Management or related field
• Underwriting or Brokering of D&O EPL F/L Crime and Professional Liability
• Strong communication analytical and organizational skills.
• Ability to work independently and collaboratively.
• Client-focused with ability to meet stakeholder expectations.

Preferred

• Minimum 3 to 5 years of Management Liability experience
• Insurance designations such as MLIS or RPLU.
• Experience with Applied EPIC.
• Property & Casualty license required; Life & Health preferred.

Key Competencies

• Strategic & Systems Thinking
• Ownership & Accountability
• Process Improvement & Collaboration

Compensation & Benefits

Compensation

• The base salary range for this position is $130000 to $150000 annually. Individual compensation will be determined based on a variety of factors including relevant experience skills education and internal equity.
• Additional Compensation: This position is eligible for an annual discretionary bonus and incentive compensation.

Benefits

Eligible employees are offered a comprehensive benefits package that includes:

• Medical dental and vision insurance
• Employer-provided life and disability insurance
• Paid time off paid holidays
• Applicable paid and unpaid leaves
• 401(k) retirement savings plan

Required Experience:

Exec