Commercial Lines Client Manager

This Jobot Job is hosted by : Dana Stark

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Salary : $90,000 - $115,000 per year

A bit about us :

We have been established for over 30 yrs. and we are licensed to operate nationwide, and represent our clients with the best coverage options available.

Why join us?

At our firm, we believe your career should be more than just a job—it should be a place where you can belong, grow, give, and thrive.

We cultivate a strong, collaborative culture where support is a given. You’ll always know your teammates have your back.

Your future matters to us. That’s why we invest three times more than the average brokerage in professional education and development opportunities.

We know that meaningful work extends beyond the office. We’re committed to giving back to our community and creating opportunities to make an impact where we live and work.

From comprehensive health coverage and 401(k) matching to profit sharing, competitive PTO, bonuses, and team events—we provide the resources and benefits you need to live your best life.

Job Details

• In-office role for training and then it goes to a remote role (if wanted) and having to go into the office a few times a month

This role requires a California Property & Casualty Insurance License and at least five years of client management experience. Proficiency in PC applications is essential, while background in real estate, construction, or development is considered a plus.

New hires will receive ongoing training, continuing education, and access to resources to ensure success in fulfilling the requirements of this position.

Day-to-day responsibilities include independently managing a middle-market book of business and working closely with underwriters to obtain client information. The position also involves developing marketing strategies alongside Risk Advisors or Senior Client Managers, preparing submissions for new and renewal accounts, and negotiating both coverage terms and pricing with carriers.

Other duties involve performing Client Administrator tasks when needed—such as issuing binders, certificates, evidence of property, auto ID cards, endorsements, invoices, audits, claims, cancellations, and policy checks. In addition, reviewing risk management surveys, identifying exposures, and advising clients on suitable coverage are key responsibilities.

Team members are expected to work with the Risk Control Department on complex claims or risk control concerns, conduct contract and lease reviews, and maintain strong client and carrier relationships. Clear communication regarding payment requirements and past-due balances is also part of the role.

Ultimately, the position supports both the Risk Advisor and Senior Client Manager while ensuring assigned accounts are well managed and clients receive consistent, high-quality service.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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