Client Manager, Commercial Risk - Innovation Practice

Accountabilities: Manage day-to-day activities for assigned commercial insurance accounts, including policy reviews, policy changes, renewals, contract reviews, certificates, marketing activities, and surplus lines filings. Maintain accurate and complete client records within the agency management system, ensuring documentation and communications follow established workflows and procedures. Serve as a responsive point of contact for client questions by phone and email, providing timely information, coordinating follow-up, and escalating issues when appropriate. Support claims management by monitoring claims, maintaining current claim information, communicating updates internally, and assisting insureds in coordination with claims teams. Prepare professional client correspondence, renewal materials, insurance documentation, and other account-related communications. Perform accounting and mathematical activities such as invoicing, premium allocation, and other financial or administrative tasks associated with client accounts. Review leases, contracts, financial statements, and other client materials in connection with insurance requirements and risk considerations. Counsel clients on coverage and exposures and identify opportunities for additional or appropriate insurance protection. Attend client meetings with Advisors or Risk Management leaders when requested and contribute to effective client service and account management. Build and maintain strong working relationships with insurance carrier partners while developing knowledge of carrier requirements, capabilities, and account attributes. Support colleagues with client inquiries and account processing when needed, while contributing to a collaborative team environment. Identify opportunities to improve processes, workflows, and service delivery, bringing issues and discrepancies to the appropriate leadership. Develop referrals and new business opportunities through existing client relationships, prospecting resources, and business development systems. Requirements At least 3 years of experience in a Commercial Account Manager or comparable commercial insurance role. Ability to obtain and maintain the state insurance licenses required to provide risk management consulting or insurance solutions in applicable jurisdictions, or willingness and ability to obtain required licenses within the first 90 days. Strong understanding of commercial insurance account management, including policy administration, renewals, claims, certificates, coverage, carrier relationships, and client service. Strong written and verbal communication skills, with the ability to present information professionally and effectively to clients, colleagues, and insurance partners. Intermediate to advanced proficiency with Microsoft Word, Excel, PowerPoint, and Outlook, along with the ability to learn insurance-specific and agency management software. Strong organizational and multitasking skills, with the ability to manage competing priorities accurately in a fast-paced environment. Sound judgment, attention to detail, and a proactive approach to identifying and resolving account issues. Ability to collaborate effectively with Advisors, Risk Management professionals, client service teams, carriers, and other stakeholders. Client-focused mindset with the ability to build professional relationships, respond empathetically to client needs, and follow through on commitments. Willingness to travel as required. Benefits Full-time, remote opportunity within the United States. Opportunity to work across commercial insurance, client management, risk advisory, and insurance carrier relationships. Collaborative environment involving Advisors, Risk Management professionals, client service teams, and insurance partners. Opportunities to contribute to process improvements and business development initiatives. Professional development through continued exposure to commercial insurance products, risk management practices, and carrier requirements. Support for obtaining and maintaining required state insurance licenses. Flexible work environment designed to support effective client service and collaboration.