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Commercial Lines Relationship Manager

Role overview

Summary

This role focuses on maintaining and growing client relationships within the insurance sector at The Liberty Company. You will work closely with clients to provide tailored risk management solutions while also pursuing new business opportunities to enhance profitability.

Qualifications

  • Experience in maintaining client relationships and servicing accounts.
  • Skills in strategic planning and risk management consulting.
  • Excellent verbal and written communication skills.
  • Ability to work independently.
  • Preferred: Familiarity with AMS360 for documentation.

Responsibilities

  • Serve as primary contact for assigned book of business to develop, maintain and strengthen client relationships.
  • Convert new business opportunities into new clients for Liberty.
  • Provide strategic planning and risk management consulting advice to clients.
  • Increase profitability by identifying cross-sell opportunities.

Key facts

Hard skills

Other skills

  • Strategic Planning
  • Communication
  • Collaboration
  • Problem Solving

About the company

The Liberty Company Insurance Brokers, LLC logo

The Liberty Company Insurance Brokers, LLC

  • Insurance
  • 501–1,000
The Liberty Company Insurance Brokers is an independently owned insurance broker handling the commercial, personal and employee benefits insurance needs of businesses, non-profits, and individuals for more than 35 years. The company was founded in 1987 by our Chairman and CEO, Bill Johnson, who currently leads the firm along with our President, Jerry Pickett. Licensed to operate in all 50 states, Liberty has grown consistently and, in recent years, exponentially by attracting talented and entrepreneurial people into an energetic and collaborative culture which focuses on our team’s happiness, well-being, and growth. Liberty has expanded nationally by partnering with agency owners and experienced producers who fit our culture, are driven by our mission of Promoting Peace of Mind with Great Care and demonstrate our core values of Integrity, Excellence, Caring, Kindness, Fairness, Teamwork, Good Feelings and Fun! Liberty has consistently been recognized as one of the most dynamic, fastest growing companies as well as one of the best places to work in the insurance industry, including being recognized as the #1 Fastest Growing Privately Held Insurance Broker in the U.S. over the past four year by the Hales Report. Liberty is not your typical insurance broker: We are a culture-first organization, and believe "If you put people first, good business will follow." We are very collaborative, creative, entrepreneurial, and wellness-focused. We believe that the true Wealth of our Organization is dependent upon the Holistic Health of each member. We can serve our clients most powerfully when we are at our best mentally, physically, and spiritually. To that end, our goal is to clear the path of political and administrative distractions so our team members can focus on their Highest And Best Use (HABU), which is what they love to do, what they do best, and therefore, is best for all of us.

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Job description

At The Liberty Company, we’re redefining what it means to build a career in insurance. Our award-winning culture, recognized year after year—celebrates entrepreneurship, collaboration, and a genuine commitment to employee wellness. Here, we don’t just talk about culture; we live it.

We believe your work should bring you your JOB—the Joy of Being. That means feeling valued, supported, and inspired while doing meaningful work alongside people who care. As we continue to grow, we’re looking for individuals who want to contribute ideas, innovate with purpose, and thrive in an environment where positivity and growth go hand in hand.

We support our people with competitive total compensation, comprehensive benefits, generous paid time off and holidays, continued education opportunities, and company-sponsored programs focused on wellness, stress management, and community involvement—because your career and your well-being both matter here. We are looking for our next Commercial Lines Relationship Manager for our partners at Buren Insurance Group. 

JOB SUMMARY

A Relationship Manager is responsible for maintaining client relationships and organically growing a book of business. This position requires an individual to successfully maintain and service existing accounts while also possessing the skills and talents necessary to successfully pursue and convert new and cross-sell opportunities. This individual will have the ability to maintain outstanding retention ratios and levels of client satisfaction.  Individuals in this position are expected to use their network of relationships, industry qualifications, experience, expertise, judgement, and discretion to successfully perform the duties of this position.

KEY RESPONSIBILITIES

  • Serve as primary contact for assigned book of business to develop, maintain and strengthen client relationships.
  • Convert new business opportunities from either Liberty’s Business Development Unit, referrals from the existing book of business or their own network of relationships into new clients for Liberty.
  • Provide strategic planning and risk management consulting advice to clients and recommend appropriate solutions as needed throughout the duration of the relationship.
  • Increase profitability of the team and Liberty as a whole by identifying cross-sell opportunities.
  • Responsible for carrier marketing of new and renewal policies.  
  • Seek referral opportunities and develop centers of influence in order to drive and capture new business opportunities.
  • Design and deliver full client presentations/proposals, client advocacy reports, client service plans and schedules for new and renewal business.
  • Manage service requests in collaboration with Assistant Relationship Manager, including use of Service Center and Processing Center as needed.
  • Act as Company liaison with carriers and clients regarding complaints, claims, and grievances related to assigned accounts and escalate as appropriate.

Performance Expectations:

  • Service Company and clients in a manner to avoid potential exposure to E&O claims.
  • Alert team members and Company executives of incidents that may require intervention. 
  • Be responsive to all requests received via phone and e-mails.
  • Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360.
  • Ability to work independently.
  • Demonstrate excellent verbal and written communication skills.
  • Participate with executives, senior management, and other team members (departments/personnel) on special projects and on the formulation and implementation of
  • Company policies and procedures, as needed.
  • Participate in seminars and classes to continue development of qualifications, expertise, and experience.
  • Keep informed of industry developments through review of trade press and by attending
  • insurance carrier training meetings on new products, and other forms of continuing education.

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