Job Description
Job Description
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Job Title: Senior Client Manager
Department: Construction
Reports To: Senior Client Executive
FLSA Status: Exempt
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POSITION SUMMARY: The Senior Client Manager is a client-facing role responsible for managing marketing and renewal processes, policy servicing, and ongoing client relationships across the construction industry. This role supports Client Executives and Advisors by ensuring timely, accurate, and proactive service for a complex book of business. The Senior Client Manager is expected to communicate effectively with clients and carriers, resolve service requests, and ensure all coverage solutions meet client needs. This position requires strong negotiation skills, attention to detail, and the ability to manage multiple accounts and deadlines. Working closely with carriers, clients, and internal teams, the Senior Client Manager is expected to proactively identify coverage opportunities, streamline client service processes, and help transition the team toward a more strategic, advisory-driven approach.
KEY RESPONSIBILITIES:
- Serve as the primary point of contact for assigned client accounts, building and maintaining strong, trust-based relationships
- Manage the renewal process on complex accounts, including gathering information, preparing submissions, and coordinating with carriers
- Lead service team on client renewal process. Implement strategic improvements to meet client goals and objectives. Negotiate terms and conditions with carriers on behalf of clients
- Technical expert for clients and internal team members on all Compliance topics
- Work closely with Client Executives and Advisors to develop tailored insurance solutions
- Participate in client meetings, renewal discussions, and strategic planning sessions
- Provide policy analysis and risk assessments to ensure comprehensive coverage
- Manage end-to-end renewal processes, including policy marketing, negotiations, and carrier placements
- Secure competitive terms and pricing while ensuring full compliance with carrier and regulatory requirements
- Prepare and deliver renewal proposals with a focus on cost-effective, high-impact solutions
- Oversee endorsements, coverage modifications, and policy documentation
- Act as a liaison between clients and internal teams to facilitate seamless account management
- Train and mentor junior team members, providing guidance on best practices and process improvements
- Work with leadership to transition from a transactional service model to a more proactive, strategic approach to client management
- Help refine workflows and operational efficiencies to better serve client needs
- Additional duties as assigned
WORK EXPERIENCE:
- 5+ years of experience in commercial insurance with a focus on marketing and renewals, with 3+ years in a similar role
TECHNICAL KNOWLEDGE & SKILLS:
- Specific experience in the construction industry is preferred
- Proven client-facing experience is essential, as this role serves as the primary point of contact and is responsible for building and maintaining client relationships
- Strong understanding of policy structures, coverage terms, and carrier negotiations
- Ability to manage diverse middle-market accounts, including those with complex exposures
- Proficiency in Epic or similar agency management systems, or the ability to learn new systems quickly
- Excellent negotiation and communication skills
- Strong organizational skills with the ability to manage multiple priorities and deadlines
- Ability to work in-office at least three days per week, with a preference for additional in-person collaboration
- A track record of mentoring junior employees and driving strategic client service initiatives
- A four-year college degree preferred, or equivalent years of industry experience in a similar position
- Possession and maintenance of Property and Casualty Insurance license required for the State of Colorado
- Professional designations such as ARM, CIC, CPCU, or CRM preferred
SUPERVISORY RESPONSIBILITY: This position does not have any supervisory responsibilities.
WORK ENVIRONMENT: This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, tablets, phones, and multi-function printers.
COMPENSATION INFORMATION:
- Pay Range: $60,000 - $110,000 (dependent on experience and/or qualifications)
- Total Compensation = Pay + Performance Bonus + Benefits
PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to talk and/or listen, frequently stand; walk; sit for extended periods of time, use hands.