Client Manager III

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

📋 Description

• Act as the primary relationship manager for a portfolio of intricate, high-revenue accounts within either the Property & Casualty or Life & Health sectors.

• Formulate and execute detailed account service strategies customized to align with each client’s industry, risk profile, and business objectives.

• Oversee and manage renewals, marketing efforts directed at carriers, negotiations on coverage, policy audits, and advocacy for claims.

• Establish a trusted advisor relationship with client executives concerning risk management and the structure of insurance programs.

• Direct internal servicing teams, coordinating the efforts of Client Managers I/II, Producers, and supporting staff.

• Anticipate client requirements and pinpoint opportunities for program improvements, cross-selling initiatives, and optimization of coverage.

• Ensure the integrity of account documentation in AMS360, maintaining accuracy, compliance, and readiness for audits.

• Remain informed about trends in insurance, legislative changes, and prevailing market conditions.

• Engage in client stewardship meetings, contribute to proposal development, and present to executive-level decision-makers.

⛳️ Requirements

• A minimum of 7-10 years of experience in insurance account management, demonstrating a solid track record in Property & Casualty.

• Proven success in managing complex, multi-location, or industry-specific accounts with little oversight.

• In-depth knowledge of insurance markets, risk management strategies, and advanced policy frameworks.

• Strong leadership abilities, with experience in mentoring or managing support staff or junior team members.

• Exceptional client-facing communication, presentation, and strategic consulting skills.

• Proficiency in AMS360 and other pertinent tools and platforms is preferred.

• An active Property & Casualty license is required.

• Advanced certifications such as CIC, CRM, or CPCU are highly preferred.

• Capability to manage high-pressure situations gracefully while maintaining a client-centric approach.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life Insurance and AD&D

• FSA / HSA

• Accident insurance

• Critical Illness insurance

• Hospital Indemnity

• Supplemental Health Insurance

• EAP

• Pet Insurance

• 11 Paid Holidays

• Flexible PTO

• 401K