Client Manager

Job Description

Serves as the first point of contact for clients, providing prompt and professional service. Manages the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines. Assists with gathering underwriting information and preparing submission materials. Maintains strong carrier relationships to secure competitive quotes and solutions for clients. Ensures the successful renewal and retention of accounts through proactive service and relationship management. Maintains accurate and up-to-date records in the AMS360 agency management system. Collaborates with Producers, Senior Client Managers, and other internal stakeholders to support client needs. Handles policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

Qualifications

• 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.

Additional Information

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.