Client Manager - P&C
客户管理员，P&C 职位简介：负责管理和维护财产与事故业务的书籍。通过作为主要客户联系人，提供定制风险管理和保险解决方案，并协调内部资源以确保客户满意度，保留和增长。这一角色既战略又实践性，需要领导客户服务，风险评估和关系管理，同时支持组织成长目标。关键责任功能领导力 & 拥有 ·担任分配商业书的主要客户联系。·领导客户战略，包括覆盖设计，风险评估和服务提供。·向客户服务团队成员提供指导并确保与客户需求保持一致。·作为物业及事故保险解决方案的专家。实践执行和交付。·根据客户风险配置进行设计，市场和实施保险计划。·审查合同，暴露和覆盖要求。·编译承包数据，并让运营商获得最佳项目配置。·执行日期服务任务，包括认证，证书和客户请求。报告，质量和操作支持 ·确保所有客户交付产品的准确性和及时性。·维护客户的全面记录和文档。·监督服务工作流程，积极解决问题。·支持账单协调和政策生命周期管理。跨职能合作伙伴关系与集成 ·与销售人员，客户执行官和实践领导者合作推动增长和保留。·与内部团队和运营商合作伙伴合作提供客户解决方案。·支持新客户加入并确保符合标准。·保持与承包商和运营公司合作伙伴的密切关系。增长，变革和特殊倡议 ·支持新的业务发展和有机增长战略。·参与客户管理和价值表现工作。·协助特别项目和战略举措。·根据需要代表组织在会议和行业职能上。流程改进与最佳实践 ·确定改善工作流程和服务提供的机会。·保持有关行业趋势，运营商需求和市场条件的信息。·促进整个客户服务业务中最佳实践。·贡献团队成员培训和发展
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Client Manager, P&C – Job Description
Position Summary
Responsible for managing and servicing a book of Property & Casualty business by acting as the primary client contact, delivering tailored risk management and insurance solutions, and coordinating internal resources to ensure client satisfaction, retention, and growth. This role is both strategic and hands-on, requiring leadership in client service delivery, risk assessment, and relationship management while supporting organizational growth objectives.
Key Responsibilities
Functional Leadership & Ownership
·Serve as the primary client contact for an assigned book of business.
·Lead client strategy including coverage design, risk assessment, and service delivery.
·Provide direction to client service team members and ensure alignment with client needs.
·Act as subject matter expert in Property & Casualty insurance solutions.
Hands-On Execution & Delivery
·Design, market, and implement insurance programs based on client risk profiles.
·Review contracts, exposures, and coverage requirements.
·Compile underwriting data and engage carriers for optimal program placement.
·Execute daily service tasks including endorsements, certificates, and client requests.
Reporting, Quality & Operational Support
·Ensure accuracy and timeliness of all client deliverables.
·Maintain comprehensive client records and documentation.
·Monitor servicing workflows and resolve issues proactively.
·Support billing coordination and policy lifecycle management.
Cross-Functional Partnership & Integration
·Collaborate with Sales, Client Executives, and Practice Leaders to drive growth and retention.
·Partner with internal teams and carrier partners to deliver client solutions.
·Support onboarding of new clients and ensure compliance standards are met.
·Maintain strong relationships with underwriters and carrier partners.
Growth, Change & Special Initiatives
·Support new business development and organic growth strategies.
·Participate in client stewardship and value demonstration efforts.
·Assist with special projects and strategic initiatives.
·Represent the organization at meetings and industry functions as needed.
Process Improvement & Best Practices
·Identify opportunities to improve workflows and service delivery.
·Stay informed on industry trends, carrier appetites, and market conditions.
·Promote best practices across client service operations.
·Contribute to training and development of team members.
Accountability
·Deliver high-quality client service and retention outcomes.
·Maintain accuracy and reliability in all client deliverables.
·Build strong client and carrier relationships.
·Demonstrate ownership and sound judgment in decision-making.
Qualifications
Required
·Property & Casualty License.
·5–10 years of commercial lines experience.
·Client management and servicing experience.
·Strong technical knowledge of P&C coverages.
·Ability to work independently and manage priorities.
Preferred
·College degree or equivalent experience.
·Professional designations (e.g., CIC, CPCU).
·Experience with complex or large accounts.
·Prior mentoring or leadership experience.
Key Competencies
·Strategic & Systems Thinking
·Ownership & Accountability
·Client Relationship Management
·Process Improvement
·Collaboration & Communication
·Business Acumen
Originally posted on Himalayas