Client Relationship Manager – P&C Insurance

Mogi I/O : OTT/Podcast/Short Video Apps for you; Cleveland (OH); Hybrid; USD 100,000 - 175,000; Full time

Benefits offered by this job

Competitive compensation with performance incentives

Professional development support

Health, dental, vision, and retirement benefits package

Job summary

A leading insurance firm is seeking a Client Relationship Manager to manage a portfolio of commercial insurance clients in Cleveland, Ohio. The ideal candidate has at least 5 years of experience in Property and Casualty insurance, a strong knowledge of commercial lines coverage, and excellent relationship management skills. This full-time position requires a hybrid work arrangement and offers competitive compensation with performance incentives.

Qualifications

• Minimum 5 years of Property and Casualty insurance experience.
• Strong knowledge of commercial lines coverage.
• Excellent communication, presentation, and relationship management skills.

Responsibilities

• Lead and manage a book of Property & Casualty clients.
• Educate clients on policy coverage and updates.
• Deliver oral and written presentations to clients.

Skills

Communication skills

Presentation skills

Relationship management

Knowledge of commercial lines coverage

Education

Bachelor’s degree (any discipline)

Active State of Ohio Property & Casualty License

Tools

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Applied EPIC agency management system

Job description

Client Relationship Manager – P&C Insurance

Location: USA – Cleveland, Ohio (Hybrid; Onsite Client Engagements Required)
Work Type: Full-Time, Permanent
Experience Required: 5 – 35 Years
Compensation: USD 100,000 – 175,000 (plus SP payout: USD 5,250)
Eligibility: Must be a U.S. Citizen
Travel Requirement: Minimal to moderate; occasional overnight travel may be required

Job Overview

Seeking an experienced Property and Casualty Client Executive to lead and manage a portfolio of commercial insurance clients. The role involves providing strategic and operational leadership, delivering client advisory services, and overseeing all aspects of account lifecycle management—from pre-renewal through stewardship. The position also includes collaboration with producers on new business opportunities and delivering professional client presentations.

Key Responsibilities

• Lead and manage an established book of Property & Casualty (P&C) clients.
• Educate clients on policy coverage, exclusions, and updates.
• Collaborate with producers and client managers to complete renewals 90–120 days before expiration.
• Manage the full marketing and renewal process including strategy, submissions, negotiations, and presentation development.
• Deliver oral and written presentations to clients and prospects.
• Identify additional coverage opportunities and deliver tailored risk management solutions.
• Maintain accurate documentation of all client communications in the agency management system.
• Supervise client managers supporting shared accounts.
• Ensure compliance with agency procedures, E&O guidelines, and operational standards.
• Participate in internal initiatives, special projects, and client stewardship reviews.

Must-Have Qualifications

• Bachelor’s degree (any discipline).
• Active State of Ohio Property & Casualty License.
• Minimum 5 years of Property and Casualty insurance experience.
• Strong knowledge of commercial lines coverage.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Excellent communication, presentation, and relationship management skills.

Preferred Qualifications

• Professional designations such as CPCU, CIC, or ARM.
• Experience using the Applied EPIC agency management system.
• Proven track record in risk consulting and client retention.

Perks & Benefits

• Competitive compensation with performance incentives.
• Established client base with opportunities for growth.
• Professional development support (continuing education and certifications).
• Collaborative and client-focused work environment.
• Health, dental, vision, and retirement benefits package.

Seniority Level: Mid-Senior level
Employment Type: Full-time
Job Function: Sales and Business Development
Industries: Software Development