Client Manager III

Trucordia•Westlake Village, CA

3d•$105,000 - $130,000•Remote

About The Position

The Client Manager III serves as the lead relationship manager for a portfolio of complex, high-revenue accounts across Property & Casualty or Life & Health lines. The role develops and implements account service strategies tailored to each client’s industry, risk profile, and business goals, and oversees client engagement from renewals and carrier marketing to coverage negotiations, policy audits, and claims advocacy. The Client Manager acts as a trusted advisor to client executives on risk mitigation and insurance program structure, leads internal servicing teams, and proactively identifies opportunities for program enhancements, cross-selling, and coverage optimization. The role also ensures account documentation in AMS360 is accurate, compliant, and audit-ready, keeps informed about insurance trends, legislation, and market conditions, and participates in stewardship meetings, proposal development, and presentations to executive decision-makers.

Requirements

Minimum 7–10 years of insurance account management experience, with a strong track record in Property & Casualty.
Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision.
Strong knowledge of insurance markets, risk management strategies, and advanced policy structures.
Leadership skills, including experience mentoring or managing support staff or junior team members.
Excellent client-facing communication, presentation, and strategic consulting skills.
Active P&C license required.
Ability to handle high-pressure situations with poise and a client-first mindset.

Nice To Haves

Proficiency in AMS360 and other relevant tools and platforms preferred.
Advanced certifications such as CIC, CRM, or CPCU strongly preferred.

Responsibilities

Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
Develop and implement account service strategies tailored to each client’s industry, risk profile, and business goals.
Manage client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy.
Act as a consultative partner to client executives on risk mitigation and insurance program structure.
Lead internal servicing teams, coordinating Client Managers I/II, Producers, and support staff.
Anticipate client needs and identify opportunities for program enhancements, cross-selling, and coverage optimization.
Oversee account documentation in AMS360 to ensure accuracy, compliance, and audit readiness.
Stay informed about emerging insurance trends, legislative developments, and market conditions to inform client advisement.
Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers.