Client Manager – P&C

Jobtailor; Cincinnati (OH); On-site; USD 85,000 - 115,000; Full time

Job summary

Jobtailor seeks an experienced Property & Casualty professional in Cincinnati to manage and service an assigned book of commercial lines business. You will lead client strategy, design coverage, assess risk, and deliver tailored service both to clients and internal teams.

Lead the service team, review contracts, compile underwriting data, and coordinate with carriers to place programs. Maintain client records, mentor staff, and drive continuous improvement in workflow and client stewardship.

Qualifications

• Property & Casualty License is required.
• 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.
• College degree or equivalent experience (preferred).
• Designations such as CIC or CPCU (preferred).
• Experience with complex or large accounts (preferred).
• Prior mentoring or leadership experience (preferred).

Responsibilities

• Manage and service an assigned book of Property & Casualty business as the primary client contact.
• Lead client strategy, coverage design, risk assessment, and service delivery.
• Direct client service team members and align resources with client needs.
• Design, market, and implement insurance programs based on client risk profiles.
• Review contracts, exposures, and coverage requirements.
• Compile underwriting data and engage carriers for program placement.
• Execute daily service tasks including endorsements, certificates, and client requests.
• Ensure accuracy and timeliness of client deliverables.
• Maintain client records and documentation.
• Monitor workflows and resolve issues proactively.
• Support billing coordination and policy lifecycle management.
• Collaborate with Sales, Client Executives, Practice Leaders, internal teams, and carrier partners.
• Support onboarding of new clients and compliance standards.
• Maintain relationships with underwriters and carrier partners.
• Support business development, organic growth, client stewardship, and value demonstration.
• Assist with special projects and strategic initiatives.
• Represent the organization at meetings and industry functions as needed.
• Identify workflow and service delivery improvements.
• Stay informed on industry trends, carrier appetites, and market conditions.
• Promote best practices across client service operations.
• Contribute to team training and development.

Skills

Client Management

Risk Assessment

Commercial Lines Experience

Independent Work

Prioritization

Collaboration

Mentoring

Team Leadership

Technical Knowledge of P&C Coverages

Education

Bachelor's degree or equivalent experience

CIC or CPCU (recommended)

Tools

Policy Lifecycle Management

Contract Review

Billing Coordination

Job description

• Manage and service an assigned book of Property & Casualty business as the primary client contact
• Lead client strategy, coverage design, risk assessment, and service delivery
• Direct client service team members and align resources with client needs
• Design, market, and implement insurance programs based on client risk profiles
• Review contracts, exposures, and coverage requirements
• Compile underwriting data and engage carriers for program placement
• Execute daily service tasks including endorsements, certificates, and client requests
• Ensure accuracy and timeliness of client deliverables
• Maintain client records and documentation
• Monitor workflows and resolve issues proactively
• Support billing coordination and policy lifecycle management
• Collaborate with Sales, Client Executives, Practice Leaders, internal teams, and carrier partners
• Support onboarding of new clients and compliance standards
• Maintain relationships with underwriters and carrier partners
• Support business development, organic growth, client stewardship, and value demonstration
• Assist with special projects and strategic initiatives
• Represent the organization at meetings and industry functions as needed
• Identify workflow and service delivery improvements
• Stay informed on industry trends, carrier appetites, and market conditions
• Promote best practices across client service operations
• Contribute to team training and development

Requirements

• 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
• College degree or equivalent experience (preferred)
• Professional designations such as CIC or CPCU (preferred)
• Experience with complex or large accounts (preferred)
• Prior mentoring or leadership experience (preferred)

Core Competencies

Demonstrates expertise in Property & Casualty insurance management, client servicing, and risk assessment, with a strong focus on delivering tailored insurance programs and maintaining client relationships. Proficient in compliance standards, workflow improvements, and team leadership.

Highest-signal resume keywords

• Property & Casualty License
• Client Management
• Risk Assessment
• Commercial Lines Experience
• Technical Knowledge of P&C Coverages

ATS Optimization Keywords

Hard Skills

• Coverage Design
• Underwriting Data Compilation
• Policy Lifecycle Management
• Contract Review
• Service Delivery Improvement

Soft Skills

• Independent Work
• Prioritization
• Mentoring
• Collaboration
• Client Stewardship

Certifications & Qualifications

• CIC
• CPCU

Industry Keywords

• Insurance Programs
• Client Strategy
• Billing Coordination
• Market Conditions
• Team Training