State Licensed Senior Client Manager

Job Summary

Serving as the primary service contact for a book of select commercial clients, the full-time remote State Licensed Senior Client Manager will focus on client satisfaction, strategic planning, and providing excellent customer service while managing risk evaluations, quotes, and account details.

Key responsibilities

• Evaluates exposures, obtains and negotiates quotes, and prepares recommendations for client strategy meetings
• Maintains accurate account details in EPIC, processes renewals and endorsements, and ensures compliance with binding documents
• Develops and implements strategies to meet client needs and stays informed on industry trends and coverage requirements

Required qualifications

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