Senior Commercial Client Manager

Incendia Partners; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

Incendia Partners is seeking a Senior Commercial Client Manager to manage and service a portfolio of commercial insurance clients while delivering exceptional client experiences. This role involves developing strong client relationships, leading account management, and negotiating coverage terms across multiple lines of insurance.

The ideal candidate will have over 5 years of experience in commercial insurance account management and possess a Property & Casualty insurance license. Strong communication and organizational skills are essential for success in this role.

Qualifications

• 5+ years of commercial insurance account management experience.
• Active Property & Casualty insurance license.
• Strong understanding of commercial lines coverage and risk management concepts.
• Experience with agency management systems and carrier platforms.
• Excellent customer service, communication, and problem-solving skills.
• Ability to manage multiple priorities and deadlines effectively.

Responsibilities

• Manage a book of commercial insurance business across multiple industries.
• Lead renewal strategy meetings and coordinate renewal timelines.
• Market accounts to insurance carriers and negotiate coverage terms.
• Prepare proposals, summaries of insurance, and client presentations.
• Review policies, endorsements, and audits for accuracy.
• Handle client requests, certificates of insurance, and coverage questions.
• Assist clients with claims reporting and resolution support.
• Maintain strong relationships with carriers and underwriting partners.
• Mentor junior team members and support training initiatives.
• Ensure compliance with agency standards, licensing, and documentation requirements.

Skills

Commercial lines coverage understanding

Customer service

Communication skills

Problem-solving

Time management

Education

5+ years of commercial insurance account management experience

Active Property & Casualty insurance license

CISR, CIC, CRM or similar designation preferred

Tools

Agency management systems

Carrier platforms

Job description

Senior Commercial Client Manager is responsible for managing and servicing a portfolio of commercial insurance clients while delivering exceptional client experience and supporting business retention and growth. This role serves as a trusted advisor to clients, coordinating coverage placement, policy administration, renewals, and day‑to‑day account management across multiple lines of commercial insurance.

Key responsibilities include developing strong client relationships, reviewing insurance programs for coverage adequacy, preparing renewal strategies and proposals, marketing accounts to carriers, negotiating terms and pricing, and responding to client service needs in a timely and professional manner. The Senior Commercial Client Manager works closely with producers, underwriters, carriers, and internal teams to ensure accurate policy issuance, endorsements, certificates, audits, and claims support.

This position also provides leadership and mentorship to junior account managers and support staff, helps improve operational workflows, and ensures compliance with agency procedures and industry regulations. The ideal candidate possesses strong knowledge of commercial insurance products, excellent communication and organizational skills, and the ability to manage complex accounts in a fast‑paced environment.

Typical Responsibilities

• Manage a book of commercial insurance business across multiple industries
• Lead renewal strategy meetings and coordinate renewal timelines
• Market accounts to insurance carriers and negotiate coverage terms
• Prepare proposals, summaries of insurance, and client presentations
• Review policies, endorsements, and audits for accuracy
• Handle client requests, certificates of insurance, and coverage questions
• Assist clients with claims reporting and resolution support
• Maintain strong relationships with carriers and underwriting partners
• Mentor junior team members and support training initiatives
• Ensure compliance with agency standards, licensing, and documentation requirements

Qualifications

• 5+ years of commercial insurance account management experience
• Active Property & Casualty insurance license
• Strong understanding of commercial lines coverage and risk management concepts
• Experience with agency management systems and carrier platforms
• Excellent customer service, communication, and problem‑solving skills
• Ability to manage multiple priorities and deadlines effectively
• CISR, CIC, CRM, or similar industry designation preferred