Client Manager

CHERRY CREEK INSURANCE AGENCY INC•Englewood, CO

12d•$61,000 - $105,000•Onsite

About The Position

The Client Manager is a client-facing role responsible for managing marketing and renewal processes, policy servicing, and ongoing client relationships. Acting as the central support for the Client Executive and Advisor, the Client Manager takes ownership of the day-to-day servicing and marketing of a complex book of business, ensuring coverage solutions align with client needs. This position requires strong negotiation skills, attention to detail, and the ability to manage multiple accounts and deadlines. Working closely with carriers, clients, and internal teams, the Client Manager is expected to proactively identify coverage opportunities, streamline client service processes, and help transition the team toward a more strategic, advisory-driven approach.

Requirements

Possession and maintenance of Property and Casualty Insurance license for the State of Colorado required
5+ years of experience in commercial insurance with a focus on marketing and renewals, with 3+ years in a similar role
Strong understanding of policy structures, coverage terms, and carrier negotiations
Ability to manage diverse middle-market accounts with exposure to complex accounts
Proficiency in Epic or similar agency management systems or ability to learn quickly
Excellent negotiation and communication skills
Strong organizational skills with the ability to manage multiple priorities and deadlines
A track record of mentoring junior employees and driving strategic client service initiatives

Nice To Haves

A four-year college degree preferred, or equivalent years of industry experience in a similar position
Professional designations such as ARM, CIC, CPCU, or CRM preferred

Responsibilities

Serve as the primary point of contact for client service requests, renewals, and policy inquiries
Work closely with Client Executives and Advisors to develop tailored insurance solutions
Participate in client meetings, renewal discussions, and strategic planning sessions
Provide policy analysis and risk assessments to ensure comprehensive coverage
Manage end-to-end renewal processes, including policy marketing, negotiations, and carrier placements
Secure competitive terms and pricing while ensuring full compliance with carrier and regulatory requirements
Prepare and deliver renewal proposals with a focus on cost-effective, high-impact solutions.
Oversee endorsements, coverage modifications, and policy documentation
Act as a liaison between clients and internal teams to facilitate seamless account management
Train and mentor junior team members, providing guidance on best practices and process improvements
Delegate administrative tasks as appropriate to Associate Client Managers, ensuring proper oversight for procedural consistency, Epic accuracy, and general quality control
Manage workload through consistency and a spirit of continuous process improvement as a means to ensure accurate, timely, and polished service deliverables.
Additional duties as assigned