Client Relationship Manager, Commercial Risk-Middle Market
On-siteAtlanta, Georgia, United States
Job Summary
Manage commercial insurance programs, renewals, and day-to-day service inquiries as the primary liaison between carriers and clients. Assess client needs to develop tailored coverage solutions, evaluate existing programs, and identify opportunities for enhanced protection. Lead the renewal process by preparing, analyzing, and presenting coverage options, benchmarking, loss experience, and program design alternatives. Ensure policy compliance with federal and state regulations while overseeing related activities including policy documentation and regulatory filings. Liaise with carriers and vendors to negotiate contracts, resolve issues, and manage policy activity for timely service delivery. Oversee new client onboarding, including C-suite engagement, and partner with internal teams to clarify data needs and maintain high-quality workflows. Develop client-facing communication materials and coordinate renewal meetings to drive client satisfaction and retention.
Required Qualifications
- Bachelor's degree in business, insurance, finance, or related field
- Current state license (Property & Casualty)
- 2–4+ years of commercial insurance and account management experience
- Strong industry knowledge of commercial insurance programs, preferably in a brokerage firm
- Strong analytical and problem-solving skills
- Ability to manage multiple projects and priorities effectively
- A commitment to providing exceptional client service
- Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps
- Strong attention to detail when reviewing materials for completeness and accuracy
- Proficiency with Agency Management Systems (e.g., Applied Epic), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and digital workflow tools
- Able to prioritize tasks, manage deadlines, and follow structured processes to support client commitments
- Build strong relationships with clients through responsive, reliable communication and a proactive service-oriented approach
- Demonstrates firm's core values with aligned corporate culture, including reliability, integrity, and follow-through
- Communicates clearly about status and next steps
- Works effectively within cross-functional teams, contributing to shared objectives and escalating issues constructively
- Strong presentation skills, both verbal and written communications
Desired Qualifications
- professional insurance designation
- Experience coordinating with offshore teams or third-party partners
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