Client Manager (M&A Select)

This Client Manager role is responsible for a blend of internal partnership & delivery activities and client facing functions, utilizing the incumbent’s professional skills in Commercial Property and Casualty Insurance. These can include day-to-day service activities such as client inquiries and requests, endorsement processing and other client deliverables, as necessary. The Client Manager also has responsibility for maintaining client relationships and retention, while also ensuring client profitability on a personally assigned book of business, within the assigned team.

Location and Work Hours: This is a fully remote position open to candidates residing anywhere in the United States. Standard working hours follow Eastern Time.

The Role

Manage and retain lower mid-market accounts based on revenue, industry, coverage needs, and other key business factors.

Maintain awareness of market trends, carrier updates, and industry changes to anticipate and respond to evolving client needs.

Review and interpret client contracts to ensure appropriate insurance coverage is in place to meet vendor and business partner requirements.

Schedule and lead internal and external strategy meetings, while documenting and communicating outcomes, decisions, and next steps.

Review, finalize, and deliver current and expiring exposure information to support renewal and placement activities.

Collaborate with internal teams, external partners, carriers, and clients to gather updated exposures and underwriting information.

Obtain updated client exposure documentation and perform coverage needs and gap analysis to ensure appropriate insurance solutions are applied.

Manage accurate billing implementation based on client instructions, carrier requirements, and internal procedures.

Design, prepare, negotiate, and deliver client fee and compensation agreements as needed.

Oversee process delivery to ensure legal, compliance, and documentation requirements are met.

Complete client proposals, renewal presentations, summaries, and other key client deliverables.

Lead and coordinate insurance due diligence activities related to mergers, acquisitions, and other corporate transactions, including review of target company insurance programs, identification of coverage gaps and exposures, and integration planning.

Partner with clients, brokers, carriers, legal teams, and transaction stakeholders to evaluate insurance implications of acquisitions and recommend appropriate risk management solutions.

Apply experience and subject matter expertise to support ongoing process improvement and operational efficiency.

Partner closely with peers and resources across domestic and international service centers to deliver consistent and high-quality client service.

Perform acquisition-related responsibilities align well with supporting clients through M&A transactions and insurance due diligence activities.