Client Manager III
Full-time
US
Oct 27, 2026
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About the Role
Reports To: Client Executive Duties and Responsibilities: Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines. Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals. Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy. Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure. Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction. Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization. Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit. Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement. Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers. Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty. Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervis