California Licensed Senior Client Manager

Job Summary

Managing the new business and renewal process for assigned accounts, the full-time salaried California Licensed Senior Client Manager will advise clients on insurance coverages, maintain relationships with carriers, and oversee account management while working remotely.

Key responsibilities

• Manage the new business and renewal process for assigned accounts, advising clients on appropriate insurance coverages and risk management strategies
• Develop marketing strategies and collaborate with underwriters to negotiate coverage terms and pricing for new and renewal business applications
• Support and mentor team members, fostering a collaborative environment while overseeing the development and retention of client accounts

Required qualifications

• Current California Insurance License
• 5+ years of Client Management experience within the insurance industry
• Proficiency with Microsoft Office and other business technology applications
• Strong understanding of commercial insurance coverages and risk management principles