Senior Client Manager – Property & Casualty

ExpertHiring

Client Manager providing service to clients alongside Risk Advisors in a top insurance firm. Managing renewals, advising on coverages, and maintaining client relationships in a supportive role.

Posted 7/17/2026full-timeRemote • California • 🇺🇸 United StatesSenior💰 $115,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced knowledge of insurance coverages, risk management, and client relationship management, with a strong focus on negotiation and compliance. Proven ability to lead teams, conduct training, and deliver high-quality service to clients while maintaining attention to detail.

Highest-signal resume keywords

California Insurance LicenseClient Management ExperienceRisk Management AnalysisNegotiation SkillsProject Management Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Risk Management SurveysLoss Ratios AnalysisExperience Modification RatingsAudit Dispute ResolutionInsurance Proposals PreparationCoverage Terms NegotiationCertificates of Insurance ReviewContract and Lease ReviewsTechnical Insurance KnowledgeDocument Management

Soft Skills

Interpersonal SkillsEffective CommunicationAttention to DetailTeam LeadershipPositive Attitude

Tools & Technologies

PC Applications

Certifications & Qualifications

California Insurance LicenseIndustry Designations

Industry Keywords

Client ServiceRisk ControlInsurance CarriersComplianceE&O Claims

About the role

Key responsibilities & impact

Provide service to clients in conjunction with the Risk Advisor and/or Executive Client Manager
Become familiar with all assigned clients and ensure they are well serviced
Manage the new business and renewal process, review risk management surveys
Identify exposure to loss and advise clients on appropriate coverages
Understand complex coverages and class code assignments
Conduct proactive analysis of underwriting data, including Loss Ratios, Experience Modification Ratings, and Audit Dispute Resolution
Develop marketing plans with Risk Advisor, Executive Client Manager, and/or insured
Complete submissions to market new and renewal accounts to insurance carriers
Prepare proposals, negotiate coverage terms, pricing, and commissions
Work with underwriters to obtain additional information from clients
Create and manage client and insurance company facing documents, including Statement of Values, Schedules, etc.
Work with Risk Control Department to monitor complex or significant risk control and claims issues
Conduct contract and lease reviews to advise clients on risk and compliance issues
Review Certificates of Insurance for compliance with Contracts, Leases, etc., and provide guidance/training to clients on these tasks
Maintain positive client and insurance company relationships
Explain payment requirements to new and existing clients
Maintain positive relationships with appropriate personnel at client firms to assure retention of accounts
Oversee, direct, plan, schedule, and mentor the work of your HPT
Train and give technical supervision to the HPT members
Demonstrate exceptional negotiating, decision-making, advanced knowledge of coverages, and sales skills
Maintain high-level relationships with underwriters
Support and communicate with the Risk Advisor to develop and retain accounts
Independently conduct client meetings, trainings, and deliver proposals to clients
Demonstrate exceptional attention to detail and the technical insurance knowledge necessary to identify discrepancies, coverage issues, and documentation errors
Inform Supervisor/Manager of all matters that may give rise to an E&O claim.

Requirements

What you’ll need

Current California Insurance License
5+ Years Client Management Experience
Industry Designations
Proficiency in PC Applications
Ability to lead through actions and embrace responsibilities
Continuous learner who is always seeking to improve
Team-first mentality and ability to create ways to make peers better
Deliver exceptional level of service to those you work with
Strong interpersonal skills and thrive in a team environment
Effective communicator; both written and verbal
Trusted to handle confidential and sensitive information
Strong organization and project management skills
Ability to focus on the task-at-hand and multi-task as needed
Great attention to detail and producing high-quality work
Ability to grasp complex issues and establish proactive solutions
Strong editing and writing skills
Positive attitude and work ethic.

Benefits

Comp & perks

Competitive compensation and benefits