Client Manager, Commercial Lines

This is a fully remote position, open to applicants in California.

📋 Description

• Serve as the primary daily point of contact for clients.

• Prepare applications and documentation for submission.

• Conduct contract reviews to ensure compliance with insurance requirements.

• Generate Certificates of Insurance, invoices, and finance agreements.

• Process endorsements and audits.

• Analyze and compare existing exposures for marketing purposes.

• Engage in marketing activities, negotiate rates, and review quotes and coverages.

• Summarize marketing results and prepare proposals.

• Oversee and manage the renewal marketing and binding process.

• Verify the accuracy of binders, policies, endorsements, and audits.

• Create summaries and schedules of coverage for clients.

• Take part in the claims process, including submission and follow-up.

• Ensure that financial aspects related to invoicing and premium financing are accurate and timely.

• Maintain files in accordance with company policies and professional standards.

⛳️ Requirements

• A minimum of 5 years of relevant experience.

• Proficient in coverages, carrier guidelines, underwriting, and legislative updates.

• Strong attention to detail.

• Excellent organizational abilities.

• Strong mathematical aptitude.

• Exceptional written and verbal communication skills.

• Active Property & Casualty license.

• College degree is preferred, but not mandatory.

• Insurance designation is preferred, but not mandatory.

🏝️ Benefits

• Competitive salary.

• 100% employer-funded benefits.

• 401K matching program.

• Opportunities for professional growth.

• Flexible working hours.

• Unlimited PTO to promote work/life balance (with a minimum of two weeks).

• Enjoyable work environment.

• No micromanagement.

• Option to work remotely/from home.