Client Manager, Commercial Lines – Construction

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

📋 Description

• Serve as the primary day-to-day liaison for clients within your portfolio.

• Prepare applications and other necessary documentation for submissions.

• Conduct contract reviews to ensure compliance with insurance requirements.

• Generate certificates of insurance, invoices, and financial agreements.

• Process endorsements and manage audits.

• Evaluate and compare current exposures to create specifications for renewal or new business marketing.

• Engage in marketing efforts, negotiate rates, and assess quotes and coverages for competitiveness and accuracy.

• Review and summarize marketing outcomes and develop proposals.

• Oversee the renewal marketing and binding process in collaboration with the Producer and, occasionally, a Client Executive.

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

• Prepare coverage summaries and/or schedules for clients.

• Involve yourself in the claims process, including submission, follow-up, and overall communication.

• Ensure that all financial activities related to invoicing and premium financing are executed accurately and promptly.

• Maintain files in line with company policies and professional standards set by the Department of Insurance.

• Communicate effectively with clients and internal teams.

⛳️ Requirements

• Over 5 years of relevant experience.

• Proficiency in facilitating seamless new and renewal marketing, placement, and policy delivery.

• Experience in servicing accounts, including handling endorsements, audits, and invoicing.

• Strong understanding of coverages, carrier guidelines, underwriting practices, and legislative updates.

• Keen attention to detail and robust organizational skills.

• Excellent mathematical abilities.

• Strong verbal and written communication skills.

• Quick adaptability to new technologies.

• Active Property & Casualty license.

• Preferred experience in managing Construction accounts.

• Willingness to travel to client locations, including occasional overnight stays for out-of-state visits.

• Proficient in using a keyboard and other office equipment.

• College degree is not mandatory; preferred.

• Insurance designation is preferred.

🏝️ Benefits

• Competitive salary.

• 100% employer-covered benefits.

• 401K matching program.

• Opportunities for career advancement.

• Flexible work schedules.

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

• Enjoyable work environment.

• No micromanagement culture.

• Option to work from home or remotely.