ACG Resources
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Job Ref: 15216
Salary: $1150000 – $1450000
Commercial Senior Client Manager
Confidential Search | Southern California Preferred | $115,000–$145,000+ Base
Location: San Diego, CA (Preferred) | Southern California | California & Western U.S. Candidates Considered
Compensation: $115,000–$145,000+ Base Salary + Comprehensive Benefits
About the Opportunity
ACG Resources is representing a nationally recognized independent insurance brokerage seeking an experienced Commercial Senior Client Manager to join its growing Commercial Insurance practice.
This is an outstanding opportunity for a technically strong commercial insurance professional who enjoys partnering with Producers, advising middle-market clients, and serving as a trusted resource throughout the client lifecycle. You’ll work with a collaborative team supporting sophisticated commercial accounts while helping clients navigate complex insurance and risk management challenges.
If you’re looking for an organization that values technical expertise, teamwork, long-term relationships, and career growth, we’d welcome the opportunity to speak with you.
Why Consider This Opportunity?
- Join an award-winning independent insurance brokerage with an outstanding reputation.
- Manage sophisticated middle-market commercial insurance accounts.
- Work alongside experienced Producers and technical insurance professionals.
- Strong operational support and collaborative culture.
- Long-term career advancement opportunities.
- Competitive compensation and comprehensive benefits.
- Opportunity to mentor and develop junior team members.
Position Summary
As a Commercial Senior Client Manager, you’ll serve as a trusted advisor to clients while partnering closely with Risk Advisors (Producers) to manage complex commercial insurance programs. You’ll oversee renewals, negotiate with carriers, develop marketing strategies, review insurance contracts, and provide technical guidance to both clients and internal team members.
This role requires exceptional commercial insurance knowledge, strong relationship management skills, and the ability to independently manage sophisticated client accounts from renewal through placement.
Key Responsibilities
Client Management
- Serve as the primary service contact for assigned commercial insurance clients.
- Develop trusted long-term relationships with clients and carrier partners.
- Lead client meetings, renewal presentations, and coverage reviews.
- Support Producers in retaining and expanding client relationships.
Marketing & Carrier Negotiations
- Manage new business and renewal marketing efforts.
- Develop marketing strategies alongside Producers and Executive Client Managers.
- Prepare comprehensive insurance submissions.
- Negotiate coverage terms, pricing, and policy enhancements with underwriters.
- Coordinate renewal timelines and placement activities.
Technical Insurance Expertise
- Analyze complex commercial insurance programs.
- Review Statements of Values, schedules, contracts, leases, and Certificates of Insurance.
- Evaluate underwriting data, including:
- Experience Modification Ratings
- Loss Ratios
- Loss Runs
- Audit Dispute Resolution
- Risk Management Surveys
- Identify coverage gaps and recommend risk management solutions.
Risk Management & Client Advisory
- Partner with Risk Control on significant claims and loss control issues.
- Review contractual insurance requirements for compliance.
- Advise clients regarding insurance coverage, contractual obligations, and risk management best practices.
- Maintain strong relationships with insurance carriers and underwriting partners.
Leadership
- Mentor junior Client Managers and support staff.
- Provide technical guidance and training.
- Share best practices and contribute to a collaborative team environment.
Qualifications
Required
- Active California Property & Casualty Insurance License (or ability to obtain).
- 5+ years of Commercial Insurance Client Management experience.
- Experience managing middle-market commercial insurance accounts.
- Strong knowledge of commercial insurance coverages and policy structures.
- Experience marketing new and renewal business to insurance carriers.
- Excellent negotiation, communication, and client relationship skills.
- Strong organizational skills with exceptional attention to detail.
Preferred
- Professional designations such as CPCU, CIC, CRM, ARM, or CISR.
- Experience reviewing contracts, leases, and Certificates of Insurance.
- Experience working directly with commercial insurance underwriters.
- Leadership or mentoring experience.
- Experience independently conducting client meetings and renewal presentations.
Ideal Background
Candidates may currently hold titles such as:
- Commercial Senior Client Manager
- Commercial Lines Account Executive
- Commercial Client Executive
- Senior Commercial Account Manager
- Commercial Lines Client Manager
- Executive Client Manager
- Commercial Marketing Executive
- Commercial Insurance Consultant
Why Work Through ACG Resources?
At ACG Resources, we specialize in confidential recruiting within the financial services and insurance industries. We provide candidates with:
- Confidential representation throughout the hiring process.
- Direct access to exclusive career opportunities.
- Personalized interview preparation and guidance.
- Transparent communication and feedback.
- Long-term career partnership.
Interested?
For confidential consideration, please apply directly or contact:
Greg Eidlen
Partner | ACG Resources
greg@acgresources.com
646-442-5723 (Call/Text)
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