Construction Industry Specialist

Client Relationship Manager

The Client Relationship Manager is a key role within our organization, responsible for maintaining and strengthening relationships with clients in the construction sector. This role requires a deep understanding of the industry's unique challenges, risks, and regulatory landscape, enabling the manager to deliver tailored solutions that support clients' strategic and operational goals.

As a Client Relationship Manager, you will lead Middle to Lower Middle Market accounts and support broader Middle Market engagements. You'll identify and develop new opportunities by expanding services, products, and solutions with existing clients. You will also contribute to the Request for Proposal (RFP) process, participate in oral presentations, and help shape compelling pitches. Comfort with developing innovative, client-centric solutions is essential.

In addition to client responsibilities, the Client Relationship Manager will collaborate with senior management on operational initiatives including training, performance metrics (KPIs), turnaround times, quality and adoption standards, and compliance-related matters.

A successful Client Relationship Manager in the Construction sector will demonstrate:

• Strong negotiation skills
• Effective management and mentoring of team members
• Robust project management capabilities
• Clear and persuasive presentation skills
• Industry-specific insight into construction-related risks, insurance needs, and regulatory requirements

Key Responsibilities

• Owns and drives client strategy
• Retains existing book of business, develops, and strengthens client relationships
• Maximizes the profitability of the client account & drives retention of that business
• Designs and delivers client presentations/proposals, client advocacy reports, client service plans, and schedules
• Follows up on client requests and communicates changes
• Delivers confirmation of coverage to the client
• Identifies and pursues cross-sell opportunities
• Educates the client on the various offerings and solutions available
• Creates and manages the E365 plan for the client
• Manages new business and the RFP process

The Requirements

• Targeted 6+ years of commercial Property & Casualty experience in a client-facing role or demonstrated capabilities to complete role responsibilities
• Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation
• Ability to interpret, analyze, and present analytical models
• Relationship Management skills: able to leverage internal and external relationships to bring resources and assets tailored to client needs; ability to drive conflict resolution
• Negotiation skills: Ability to develop innovative and creative solutions to complex deals, drive consensus across internal and external stakeholders to close deals, and drive conflict resolution and secure concessions mitigating injury to client relationships
• Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace
• Knowledge of commercial insurance renewal end-to-end process, steps, and owners
• Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations
• Excellent project management skills: end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects
• Effectively advocates for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectively
• Receptive to feedback; critical thinking and problem-solving skills, high adaptability
• Intellectual curiosity to help develop innovative and creative ideas
• Proficient Microsoft Office skills and familiarity with other relevant online tools
• Must achieve and maintain insurance brokers P&C license and complete various continuing education activities as needed
• Insurance industry designations preferred but not required

Benefits

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program, and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k)

EOE, including disability/vets