Property & Casualty Client Manager

Insurance Placement Solutions (IPS) has an immediate opening for a Property & Casualty Client Manager with our client. This is a direct-hire opportunity with preference given to candidates located in San Diego or Southern California. Candidates throughout California and the Western United States may also be considered. The position offers flexibility to work remotely, hybrid, or in the office.

In this role, you’ll manage commercial Property & Casualty client accounts in partnership with Risk Advisors and senior client service team members. You’ll oversee account servicing, new business and renewals, carrier marketing, coverage analysis, and risk management needs while maintaining strong client and carrier relationships.

Property & Casualty Client Manager Responsibilities

• Manage ongoing servicing needs for assigned commercial Property & Casualty accounts
• Process and oversee binders, certificates of insurance, evidence of property, auto ID cards, endorsements, invoicing, audits, claims, cancellations, and policy reviews
• Manage the new business and renewal process
• Review risk management surveys and identify potential exposures to loss
• Advise clients regarding appropriate insurance coverages
• Develop marketing plans with Risk Advisors, senior client service team members, and clients
• Prepare and submit new and renewal business to insurance carriers
• Prepare client proposals and negotiate coverage terms and pricing
• Work with underwriters to obtain information necessary to market and place coverage
• Partner with Risk Control to monitor complex or significant risk control and claims issues
• Conduct contract and lease reviews and advise clients regarding insurance and risk requirements
• Explain premium and payment requirements to new and existing clients
• Maintain positive relationships with clients, underwriters, and insurance carriers
• Provide backup support for account servicing needs as required
• Assist with planning and coordinating the work of other client service team members
• Provide training and technical guidance to client service team members as appropriate

Qualifications

• Minimum of 5 years of Property & Casualty client management experience
• Commercial insurance account management experience
• Experience managing new business and renewal processes
• Experience marketing commercial accounts and working directly with insurance carriers
• Experience reviewing commercial insurance coverages and identifying client exposures
• Proficiency with PC applications and agency management systems

Preferred Qualifications

• Industry insurance designations
• Experience conducting contract and lease reviews
• Experience with complex commercial Property & Casualty accounts
• Experience providing technical guidance or training to client service team members

Licensing

• Current California Property & Casualty Insurance License required

Work Arrangement

• Direct-hire opportunity
• In-office, hybrid, or remote work options available
• Preference given to candidates located in San Diego or Southern California
• Candidates throughout California and the Western United States may also be considered

About Insurance Placement Solutions

Insurance Placement Solutions is a staffing and recruiting firm specializing in the insurance industry. We connect talented professionals with temporary, temp-to-hire, and direct-hire opportunities at leading insurance organizations across the United States.