Senior Client Relationship Manager - Commercial Line

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.

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.)

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on jobs.institutedata.com learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

3+ years of Commercial P&C insurance experience (commercial line)

Strong understanding of commercial insurance coverages and guaranteed cost programs

Active Property & Casualty insurance license (In Ohio)

Proficient in EPIC and carrier portal systems

Has a book of business specifically for small companies

Education Strong MS Office skills; Excel proficiency (formulas, formatting, templates)

High School Diploma or equivalent experience.