Senior Client Manager- Commercial Insurance Real Estate

Summary:

The Senior Client Manager is a senior, client-facing individual contributor responsible for managing the day-to-day delivery of service for complex commercial Property & Casualty insurance programs. This role partners closely with Producers, Client Executives, Client Advocates, carrier partners, and other internal resources to execute client strategies, coordinate renewals, analyze exposures, and deliver responsive, high-quality service throughout the insurance lifecycle.

The Senior Client Manager II serves as the primary day-to-day client contact and provides technical consultation regarding coverage, contract requirements, policy administration, and risk management solutions. The role also provides mentoring, technical guidance, and knowledge-sharing to service team members.

Essential Duties & Responsibilities:

• Serve as the primary day-to-day client contact for assigned accounts, in partnership with the Client Executive and Producer.
• Establish and maintain strong client relationships through proactive communication, technical consultation, and follow-through.
• Research and respond to client questions regarding coverage, policy interpretation, contractual risk transfer, and risk management.
• Review client insurance programs and identify coverage gaps, exposure concerns, and enhancement opportunities.
• Manage day-to-day service activities, including endorsements, policy changes, certificates of insurance, binders, audits, premium financing, and invoicing.
• Coordinate with carriers, wholesalers, Claims, Risk Control, and legal counsel to address client needs.
• Prepare and review schedules of insurance, coverage summaries, benchmarking, stewardship reports, and client-facing deliverables.
• Maintain accurate agency management and document management system records.
• Manage open items, service timelines, and client commitments.
• Facilitate client meetings, educational sessions, and stewardship reviews.
• Partner with Claims and carrier resources to support resolution of client claim matters.
• Serve as an initial escalation point for complex service matters.
• Coordinate renewal planning, timelines, and deliverables.
• Evaluate loss experience, exposure changes, market conditions, and program performance with the Client Executive and Producer.
• Develop technical analyses and recommendations supporting renewal strategy and program design.
• Prepare high-quality submissions for the marketplace and analyze carrier quotations, terms, exclusions, and pricing.
• Support carrier negotiations and client presentations.
• Coordinate binding activities, policy checking, carrier corrections, and final policy delivery.
• Develop billing allocations and coordinate renewal invoicing.
• Provide mentoring, technical guidance, and knowledge-sharing to Client Managers, Account Managers, and other service team members.
• Support onboarding, training, and department initiatives focused on efficiency, consistency, and quality.

Requirements:

• Advanced knowledge of commercial Property & Casualty insurance, including major coverage lines and complex commercial exposures.
• Strong technical ability to analyze policies, endorsements, contracts, loss information, and exposure data.
• Demonstrated experience managing complex renewal and account-service processes.
• Strong client relationship, consultation, negotiation, presentation, and communication skills.
• Strong analytical, problem-solving, project management, and time-management skills.
• Ability to coordinate multiple stakeholders, competing priorities, and deadlines with limited oversight.
• Advanced proficiency in Microsoft Office and applicable agency and document management systems.
• Ability to leverage technology, data, and AI solutions to improve workflows and service efficiency.
• High level of professionalism, discretion, and commitment to high-quality client experiences.

Education and/or Experience:

• Bachelor's degree preferred.
• Generally, 7 or more years of commercial Property & Casualty insurance experience, including significant client-facing account management experience.
• Demonstrated experience managing complex middle-market and/or large commercial accounts.
• Demonstrated experience providing technical guidance, mentoring, or account leadership preferred.
• Relevant insurance designations such as CPCU, ARM, CIC, CRM, CRIS, or equivalent preferred.

Certificates, Licenses, Registrations:

• Active Property & Casualty Broker License, with the ability to maintain licensing through continuing education.
• Valid driver's license.

Compensation:

The national average salary for this role is $125,000 to $155,000 in base pay, exclusive of bonuses or benefits. Base pay offered will be determined based on experience, skills, training, certifications, education, internal equity, and market data.

Benefits:

• Generous paid time off, paid holidays, and early-close days.
• Paid parental leave, pregnancy disability and bonding leave, and organ/bone marrow donor leave.
• Employee referral bonus program of $1,500 per hired referral.
• Employee recognition programs and awards.
• Employee Resource Groups, including Women's Coalition and EPIC Veterans Group.
• Mentorship Program, Tuition Reimbursement Program, and Leadership Development.
• Pet Insurance, Identity Theft & Fraud Protection, Legal Planning, Family Planning, and Menopause & Midlife Support.
• 401(k) matching, medical, dental, vision insurance, and wellness and employee assistance programs.