Licensed Client Relationship Manager

Job Summary

As the primary liaison for clients, the full-time Licensed Client Relationship Manager will manage commercial insurance programs, oversee renewals, and address service inquiries in a remote environment, ensuring compliance and driving client satisfaction.

Key responsibilities

• Build and maintain strong client relationships, proactively communicating updates and recommendations
• Lead the renewal process by preparing and presenting coverage options and analyzing client needs for tailored solutions
• Ensure compliance with federal and state regulations while managing the client service calendar and onboarding processes

Required qualifications

• Bachelor's degree in business, insurance, finance, or related field; professional insurance designation preferred
• Current state license required (Property & Casualty)
• 2-4+ years of commercial insurance and account management experience
• Strong understanding of commercial insurance processes and renewal workflows
• Proficiency with Agency Management Systems and Microsoft Office Suite