Mid-Market P&C Account Manager | Client & Carrier Lead

CBIZ

Midland (TX)

On-site

USD 70,000 - 90,000

Full time

7 days ago
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Job summary

CBIZ, Inc. in Midland, Texas, is seeking an experienced insurance service professional to manage day-to-day service for middle-market property & casualty clients.

You will be the primary client contact, coordinating with carriers and internal teams to ensure timely service delivery. The role focuses on renewals, coverage analyses, and advising on options, with opportunities to mentor staff and strengthen carrier relationships.

Qualifications

  • Bachelor's degree required.
  • Active Property & Casualty Insurance License.
  • 3+ years of commercial property & casualty insurance experience.
  • Experience servicing complex commercial insurance programs and multiple lines.
  • Working knowledge of commercial insurance coverages.
  • Strong renewal lifecycle and client service skills.
  • Experience with agency management systems such as Sagitta or similar.

Responsibilities

  • Manage day-to-day service delivery for a portfolio of middle-market P&C clients.
  • Serve as the primary client service contact and build trusted relationships.
  • Resolve moderately complex client service issues (coverages, policy administration, claims, certificates, endorsements, billing).
  • Coordinate with Producers, Account Executives, carriers, and underwriters to ensure timely service.
  • Support renewals by gathering underwriting information and preparing submissions.
  • Facilitate policy changes, endorsements, and certificates within service standards.
  • Conduct policy reviews and discuss coverage options and industry trends with clients.
  • Identify gaps in coverage and refer opportunities to Producers.
  • Represent clients internally and coordinate resources for ongoing needs and projects.
  • Attend client and carrier meetings as needed and maintain records in agency systems.

Skills

Communication
Relationship building
Organization
Problem solving
Teamwork
Travel readiness

Education

Bachelor's degree
Property & Casualty Insurance License

Tools

Sagitta

Job description

CBIZ, Inc. in Midland, Texas, is seeking an experienced insurance service professional to manage day-to-day service for middle-market property & casualty clients.

You will be the primary client contact, coordinating with carriers and internal teams to ensure timely service delivery. The role focuses on renewals, coverage analyses, and advising on options, with opportunities to mentor staff and strengthen carrier relationships.

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