Lead Client Service Manager
$150,000–$180,000 year
On-site · Philadelphia, Pennsylvania, United States
Job Summary
Lead Client Service Manager responsible for owning and guiding a complex, high-value book of business, mentoring junior CSMs, and partnering with Risk Advisors to drive strategic client initiatives and best-in-class service delivery. You will cultivate senior-level client relationships, identify emerging needs and opportunities, manage open items and policy changes, support renewal and placement discussions, draft stewardship materials and client presentations, onboard and develop new CSMs, and contribute to process improvements across the team. Ideal for a seasoned insurance professional with proven relationship management, strong communication skills, and the ability to operate in a fast-paced environment. Compensation includes base salary in the $150k–$180k range plus equity and benefits.
Required Qualifications
- 4+ years of commercial insurance experience required, with a strong track record in an Account Management or Client Service role
- Property & Casualty broker's license required (or to be obtained within 60 days of start date)
- Demonstrated experience managing complex, high-value client relationships with minimal oversight
- Strong organizational skills with the ability to manage multiple priorities, deadlines, and stakeholders simultaneously
- Excellent written and verbal communication skills; confident presenting to clients at all levels
- A natural collaborator who elevates the people around them and takes ownership of outcomes
- Comfortable operating in a fast-paced, high-growth environment where processes are still being built
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