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Senior Client Relationship Manager
Salary not disclosed
Columbus, OH 1 week ago

JOB DESCRIPTION


Day to Day:

You will act as the primary service contact for your clients, overseeing renewals, coverage analysis, carrier negotiations, and all day‑to‑day policy servicing. This role offers a strong blend of technical insurance work, strategic client planning, and hands‑on relationship management. You will collaborate closely with Client Advisors, Account Executives, and carrier partners while working alongside a service pod of Account Managers and Associates.


Key Responsibilities Include:

  • Evaluate exposures, obtain quotes, negotiate terms, and finalize carrier offerings
  • Lead risk analysis, gather client information, and provide technical coverage recommendations
  • Determine markets aligned with carrier strategy
  • Prepare and deliver strategic renewal materials and carrier submissions
  • Bind coverage, review binding documents, and ensure accuracy
  • Maintain accurate account, policy, and contact data within EPIC Process renewals, endorsements, cancellations, proofs of insurance
  • Generate standard client and carrier communications (BORs, proposals, pre‑renewal letters, etc.)



REQUIRED SKILLS AND EXPERIENCE


  • 3+ years of Commercial P&C insurance experience (commercial line)
  • Strong understanding of commercial insurance coverages and guaranteed cost programs
  • Active Property & Casualty insurance license (In Ohio)
  • Proficient in EPIC and carrier portal systems
  • Has a book of business specifically for small companies


NICE TO HAVE SKILLS AND EXPERIENCE


  • Strong MS Office skills;
  • Excel proficiency (formulas, formatting, templates)
  • High School Diploma or equivalent


COMPENSATION

$60k-$87k/yr

full benefits


Equal Opportunity Statement


Insight Global is committed to diversity and inclusivity.

Not Specified
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