Agency management systems proficiency like applied epic
The Client Relationship Manager serves as the primary liaison between insurance carriers and clients to manage commercial programs and renewals
Job Summary
The Client Relationship Manager serves as the primary liaison between insurance carriers and clients to manage commercial programs and renewals.
This role ensures policy compliance, analyzes coverage trends, and provides practical guidance to drive client satisfaction and retention.
The position requires collaborating closely with Client Success Specialists, Advisors, and internal support colleagues to deliver a consistent 'Peace of Mind' client experience.
Matching Summary
The Client Relationship Manager serves as the primary liaison between insurance carriers and clients to manage commercial programs and renewals.
Skills & Requirements
Must-have
Strong commercial insurance program knowledge
Property & Casualty state license required
Agency Management Systems proficiency like Applied Epic
Renewal process leadership and presentation skills