What are the responsibilities and job description for the Client Relationship Manager position at Insight Global?
JOB DESCRIPTION
Day to Day: You will act as the primary service contact for your clients, overseeing renewals, coverage analysis, carrier negotiations, and all day‑to‑day policy servicing. This role offers a strong blend of technical insurance work, strategic client planning, and hands‑on relationship management. You will collaborate closely with Client Advisors, Account Executives, and carrier partners while working alongside a service pod of Account Managers and Associates.
(THIS IS A SERVICING ROLE NOT A SALES ROLE) Key Responsibilities Include: Evaluate exposures, obtain quotes, negotiate terms, and finalize carrier offerings Lead risk analysis, gather client information, and provide technical coverage recommendations Determine markets aligned with carrier strategy Prepare and deliver strategic renewal materials and carrier submissions Bind coverage, review binding documents, and ensure accuracy Maintain accurate account, policy, and contact data within EPIC Process renewals, endorsements, cancellations, proofs of insurance Generate standard client and carrier communications (BORs, proposals, pre‑renewal letters, etc.)
REQUIRED SKILLS AND EXPERIENCE
2 years of Commercial Line insurance experience
Strong understanding of commercial insurance coverages and guaranteed cost programs
Active Property & Casualty insurance license (In Ohio) Has managed a book of business
NICE TO HAVE SKILLS AND EXPERIENCE
Strong MS Office skills;
Excel proficiency Experienced with EPIC and carrier portal systems
College degree preferred but not required