Sr. Client Relationship Manager

Job Description

Job Description

Day to Day:

You will act as the primary service contact for your clients, overseeing renewals, coverage analysis, carrier negotiations, and all day‐to‐day policy servicing. This role offers a strong blend of technical insurance work, strategic client planning, and hands‐on relationship management. You will collaborate closely with Client Advisors, Account Executives, and carrier partners while working alongside a service pod of Account Managers and Associates.

 

(THIS IS A SERVICING ROLE NOT A SALES ROLE)

 

Key Responsibilities Include:

• Evaluate exposures, obtain quotes, negotiate terms, and finalize carrier offerings
• Lead risk analysis, gather client information, and provide technical coverage recommendations
• Determine markets aligned with carrier strategy
• Prepare and deliver strategic renewal materials and carrier submissions
• Bind coverage, review binding documents, and ensure accuracy
• Maintain accurate account, policy, and contact data within EPIC
• Process renewals, endorsements, cancellations, proofs of insurance
• Generate standard client and carrier communications (BORs, proposals, pre‐renewal letters, etc.)

 

 

REQUIRED SKILLS AND EXPERIENCE

• 2+ years of Commercial Line insurance experience
• Strong understanding of commercial insurance coverages and guaranteed cost programs
• Active Property & Casualty insurance license (In Ohio)
• Has managed a book of business

 

NICE TO HAVE SKILLS AND EXPERIENCE

• Strong MS Office skills; Excel proficiency
• Experienced with EPIC and carrier portal systems
• College degree preferred but not required

COMPENSATION:
The annual salary for this role will be $80,000 - $85,000 based on relevant skills and experience.