Hybrid Client Manager – Business Insurance

Posted 3 weeks ago

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About the role

  • Managing client accounts and ensuring timely delivery of service
  • Enhancing customer satisfaction and building strong relationships with clients and insurance carriers
  • Preparing proposals and binding coverage while maintaining accurate policy documentation
  • Providing administrative support and assisting clients with their insurance needs
  • Collaborating with team members to drive agency goals
  • Conducting thorough assessments of clients' business risk programs and emphasizing risk management
  • Reviewing renewals, endorsements, and other documents for accuracy and compliance

Requirements

  • 3+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred
  • Must be detailed with excellent organizational and time management skills.
  • Good interpersonal skills and a high sense of urgency
  • Ability to work well in a team environment, maintain a positive work atmosphere, and develop healthy relationships internally and externally
  • Strong analytical skills with the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions
  • Bachelor's Degree (preferred)
  • Property/Casualty license (required within 3 months of hire)
  • Familiarity with insurance company markets, binding authority, and underwriting guidelines
  • AAI, CIC, CISR, or CRIS designation

Benefits

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

Job title

Client Manager – Business Insurance

Job type

Experience level

Mid levelSenior

Salary

$51,300 - $95,600 per year

Degree requirement

Bachelor's Degree

Location requirements

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