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The Senior Client Manager coordinates commercial risk services, manages client accounts, develops insurance strategies, and mentors staff. Requires strong industry knowledge and client service skills.

The Sr. Client Manager, Commercial Risk leads service delivery for large accounts, manages carrier relationships, and coordinates marketing and risk strategies.

Manage nationwide litigation docket focusing on restrictive covenant and E&O matters. Advise leadership, liaison with outside counsel, handle pre-litigation actions, investigate claims, coordinate with carriers, draft litigation holds, prepare executive updates, and evaluate legal exposures across business lines.

Support a Partner-level advisor by generating leads, nurturing client relationships, creating presentations and content, coordinating events/webinars, and managing long-cycle business development using CRM tools and insurance industry knowledge.

Lead regional new business strategy and execution across Commercial and Employee Benefits. Recruit, develop, and retain Advisors and Sales Leaders. Drive sales activity via CRM, SCORE model training, forecasting, and reporting. Partner with segment leadership to enhance client experience, identify growth opportunities, and ensure advisor integration and training with partnered firms.

Manage employee benefits accounts, oversee policy activity and renewals, analyze claims and benchmark trends, ensure ACA compliance, present proposals and enrollment materials, cultivate insurer relationships, and provide high-quality client service and stewardship.

The Client Executive manages client strategies, providing day-to-day service, resolving issues, and preparing marketing processes for insurance products while maintaining strong client relationships.