California Licensed Client Manager
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Job Summary
Serving as the lead relationship manager for a portfolio of complex, high-revenue accounts, the full-time California Licensed Client Manager will develop tailored account service strategies, oversee client engagement, and coordinate internal servicing teams while working remotely.
Key responsibilities
- Manage all aspects of client engagement, including renewals, marketing to carriers, and claims advocacy
- Cultivate trusted advisor status with client executives and identify opportunities for program enhancements
- Oversee the integrity of account documentation in AMS360 and ensure compliance and readiness for audits
Required qualifications
- Minimum 7-10 years of insurance account management experience, particularly in Property & Casualty
- Proven leadership skills with experience mentoring or managing support staff
- Active P&C license required; advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred
- Strong knowledge of insurance markets and risk management strategies
- Proficient in AMS360 and other relevant tools and platforms preferred
Complete Job Description
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