Remote - Commercial Lines Client Manager - Casualty & Property Insurance

Talent Search PRO

$115K — $145K *
US-AnywhereRemote in San Diego, CA
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Current California Property and Casualty Insurance License required.
  • Minimum of five years in commercial lines client management.
  • Industry designations in commercial insurance preferred.
  • In-depth knowledge of commercial coverages and underwriting.
  • Experience handling complex commercial accounts necessary.
  • Exceptional communication and organizational skills expected.
  • Proven leadership and mentoring abilities essential.

Responsibilities

  • Manage a portfolio of commercial insurance clients in conjunction with Risk Advisors and Executive Client Managers.
  • Lead strategies for new business and renewals from inception to placement.
  • Analyze client exposures and suggest tailored coverage solutions.
  • Review and interpret underwriting data including loss ratios and audit disputes.
  • Prepare submissions and negotiate terms with insurance carriers on pricing and commissions.
  • Develop effective marketing strategies for both new and renewal business efforts.
  • Conduct thorough contract and lease reviews to ensure risk compliance and insurance requirements are met.

Benefits

  • Remote work opportunity from anywhere in California.
  • Full-time position with a competitive salary range.
  • Opportunity for professional growth through mentorship.
  • Engagement in client-facing meetings to enhance presentation skills.
  • Possibility to lead a team and foster a collaborative environment.
Full Job Description
Senior Commercial Lines Client Manager

Location: Remote (California)
Job Type: Full Time
Pay: $115,000 to $145,000/year
What you'll do
  • Manage a portfolio of commercial insurance clients alongside Risk Advisors and Executive Client Managers.
  • Lead new business and renewal processes from strategy through placement.
  • Analyze client exposures and recommend appropriate coverage solutions.
  • Review underwriting data, including loss ratios, experience modification ratings, and audit disputes.
  • Prepare submissions, negotiate coverage terms, pricing, and commissions with insurance carriers.
  • Develop marketing strategies for new and renewal business.
  • Conduct contract and lease reviews to identify insurance and risk compliance issues.
  • Review Certificates of Insurance and advise clients on contractual compliance.
  • Build and maintain strong relationships with clients, carriers, and underwriters.
  • Lead client meetings, presentations, and training sessions.
  • Mentor and provide technical guidance to team members.
  • Ensure documentation accuracy while minimizing Errors and Omissions exposure.
What you'll need
  • Current California Property and Casualty Insurance License.
  • Five or more years of commercial lines client management experience.
  • Commercial insurance industry designations preferred.
  • Strong knowledge of commercial coverages, underwriting, renewals, and carrier negotiations.
  • Experience managing complex commercial accounts.
  • Excellent communication, organization, and client relationship skills.
  • Strong leadership and mentoring abilities.

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