Client Relationship Manager

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