State Licensed Commercial Client Manager

Job Summary

Serving as the primary service contact for a select book of commercial clients, the full-time remote State Licensed Commercial Client Manager will be responsible for client satisfaction, strategic planning, and providing excellent customer service leadership while managing insurance coverages and risk evaluations.

Key responsibilities

• Evaluates exposures, negotiates quotes, and finalizes insurance proposals for clients
• Analyzes client information and applies technical expertise to make coverage recommendations
• Maintains accurate account details and processes renewals, endorsements, and other policy-related documentation in the agency management system (EPIC)

Required qualifications

• 3+ years of experience in Commercial Property & Casualty insurance
• Must hold a state Property & Casualty insurance license
• Proficient in agency management systems, particularly EPIC, and Microsoft Office products
• Strong understanding of guaranteed cost program design and coverage forms
• High School Diploma or equivalent experience