Client Relationship Manager, Commercial Risk – Middle Market

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

📋 Description

• Establish and nurture robust client relationships as the main point of contact, proactively sharing expectations, updates, and recommendations.

• Evaluate client requirements and create customized coverage solutions, which includes reviewing existing programs and pinpointing opportunities for additional or enhanced coverage.

• Spearhead the renewal process by preparing, analyzing, and effectively presenting coverage options, benchmarking, loss experience, exposure analysis, and program design alternatives.

• Oversee the client service calendar, covering onboarding, renewals, policy issuance, compliance updates, and delivery of necessary policy documentation.

• Ensure that insurance programs adhere to relevant federal and state regulations, managing associated compliance activities such as policy documentation and regulatory filings.

• Coordinate with carriers and vendors to negotiate contracts, address issues, request proposals, and manage policy activity to guarantee timely and accurate service delivery.

• Supervise new client onboarding in accordance with the Peace of Mind process, ensuring timely engagement with the C-suite.

• Collaborate with Client Success Specialists and internal teams to clarify data requirements, track task progress, and sustain consistent, high-quality workflows.

• Create client-facing communication materials, including coverage summaries and client risk reports, and organize or lead renewal meetings.

• Uphold high standards of accuracy, timeliness, and completeness in all interactions.

• Identify opportunities to enhance processes, tools, and workflows, escalating issues to leadership when necessary.

⛳️ Requirements

• A bachelor’s degree in business, insurance, finance, or a related field; a professional insurance designation is preferred.

• A current state license is required (Property & Casualty).

• 2 to 4+ years of experience in commercial insurance and account management.

• Outstanding verbal and written communication skills to effectively present to decision-makers and clients.

• A foundational understanding of commercial insurance processes and renewal workflows, including functional knowledge of coverage structures and program types.

• Experience collaborating with offshore teams or third-party partners is preferred.

🏝️ Benefits

• Health insurance

• 401(k) matching

• Flexible work hours

• Paid time off

• Professional development opportunities