Senior Client Relationship Manager

Insight Global; Columbus (OH); On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

PTO 17 days

11 paid holidays (3 floating)

Job summary

Insight Global in Columbus, OH is seeking a Senior Client Relationship Manager to serve as the primary service contact for commercial line clients. You will oversee renewals, coverage analysis, carrier negotiations, and day-to-day policy servicing, collaborating with client advisors and account teams.

The role blends technical insurance work with strategic client planning and hands-on relationship management. A Property & Casualty license in Ohio and 2+ years of related experience are required.

Qualifications

• 2+ years in client relationship management within Commercial Line insurance.
• Strong understanding of commercial insurance coverages and guaranteed cost programs
• Active Property & Casualty license (Ohio)
• Has managed a book of business (Ownership; not shared books)
• Medical insurance
• Life insurance

Responsibilities

• 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.)

Skills

Client relationships

Commercial insurance

License: P&C (OH)

Book of business

Policy servicing

Renewals & submissions

Carrier negotiations

EPIC system usage

Education

Property & Casualty license (Ohio)

Tools

EPIC

Job description

Salary Range: $75,000.00 - $80,000.00 per year

We are seeking a highly skilled and experienced Senior Client Relationship Manager to join a commerical line of insurance supporting Services (not Sales).

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.

Responsibilities

• 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.)

Experience

• Proven track record of at least 2+years in client relationship management within Commercial Line insurance
• Strong understanding of commercial insurance coverages and guaranteed cost programs
• Active Property & Casualty insurance license (In Ohio)
• Has managed a book of business (Ownership; not shared books)
• Medical insurance
• Life insurance
• 17 days PTO
• 11 paid holidays (including 3 floating holidays)