Client Manager
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Job Description
Client Manager responsible for offering insurance brokerage services to clients. Managing renewals, underwriting, and client relationships for property and casualty and life and health lines.
Responsibilities:
- Serve as the first point of contact for clients, providing prompt and professional service.
- Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
- Assist with gathering underwriting information and preparing submission materials.
- Maintain strong carrier relationships to secure competitive quotes and solutions for clients.
- Ensure the successful renewal and retention of accounts through proactive service and relationship management.
- Maintain accurate and up-to-date records in the AMS360 agency management system.
- Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs.
- Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.
Requirements:
- 1–2 years of experience in insurance, customer service, or a related field preferred.
- Basic understanding of Property & Casualty and/or Life & Health insurance concepts.
- Strong interpersonal and communication skills, both written and verbal.
- Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
- Familiarity with AMS360 or similar agency management systems is a plus.
- Must be detail-oriented with strong organizational skills.
- Active state-issued Insurance license (P&C and/or L&H) required.
Benefits:
- Medical, Dental, Vision
- Life and AD&D insurance
- FSA / HSA
- Commuter & Child Care FSA
- Cancer Support Benefits
- Pet Insurance
- Accident & Critical Illness
- Hospital Indemnity
- Employee Assistance Program (EAP)
- 11 Paid Holidays
- Flexible PTO
- 401K
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