Location: San Diego, CA (Preferred) | Open to Candidates Throughout California & the Western U.S.

Compensation: $115,000-$145,000+ Depending on Experience, Knowledge, and Capabilities

License Required: Current California Insurance License

Key Responsibilities

Client Management & Risk Advisory

• Manage the new business and renewal process for assigned accounts.
• Review risk management surveys and identify exposures to loss.
• Advise clients on appropriate insurance coverages and risk management strategies.
• Maintain strong relationships with clients and carrier partners to support retention and service excellence.
• Explain policy provisions, coverage recommendations, and payment requirements to clients.
• Conduct client meetings, training sessions, and proposal presentations independently.

Marketing & Insurance Placement

• Develop marketing strategies with Risk Advisors, Executive Client Managers, and clients.
• Prepare and submit new and renewal business applications to insurance carriers.
• Market accounts and negotiate coverage terms, pricing, and commissions.
• Collaborate with underwriters and clients to obtain information necessary for underwriting and placement.
• Maintain strong relationships with carrier underwriters and key insurance partners.

Technical Expertise & Account Oversight

• Analyze complex insurance coverages and class code assignments.
• Review underwriting information, including:
  • Loss Ratios
  • Experience Modification Ratings (EMR)
  • Audit Dispute Resolution
• Create and manage client-facing and carrier-facing documents, including:
  • Statements of Values
  • Schedules
  • Coverage documentation
  • Other account-related materials
• Conduct contract and lease reviews to identify risk exposures and compliance concerns.
• Review Certificates of Insurance for contractual compliance and provide guidance to clients regarding certificate requirements.
• Monitor significant claims and risk control issues in partnership with the Risk Control Department.
• Identify discrepancies, documentation errors, and coverage gaps while ensuring accuracy across client files and policy documentation.

Team Collaboration & Mentorship

• Support Risk Advisors in developing, retaining, and growing client accounts.
• Oversee, direct, schedule, and mentor assigned High-Performance Team (HPT) members.
• Provide technical training and mentorship to team members.
• Assist in onboarding and developing newer insurance professionals.
• Communicate potential Errors & Omissions (E&O) concerns to leadership promptly and appropriately.
• Foster a collaborative, team-oriented environment focused on service excellence.

Qualifications

Required

• Current California Insurance License.
• 5+ years of Client Management experience within the insurance industry.
• Proficiency with Microsoft Office and other business technology applications.
• Strong understanding of commercial insurance coverages and risk management principles.

Preferred

• Professional insurance industry designations (CIC, CRM, CPCU, ARM, or similar).
• Experience managing complex commercial accounts.
• Experience mentoring or training team members.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.