Client Manager, Commercial Lines

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Act as the primary point of contact for clients, delivering timely and professional assistance.

• Oversee the placement of new and renewal policies with carrier partners in the P&C and Life & Health sectors.

• Aid in gathering underwriting information and preparing submission documents.

• Foster strong relationships with carriers to obtain competitive quotes and solutions for clients.

• Ensure the successful renewal and retention of accounts through proactive service and relationship management.

• Keep accurate and current records in the AMS360 agency management system.

• Collaborate with Producers, Senior Client Managers, and other internal team members to meet client needs.

• Efficiently and accurately manage policy changes, endorsements, certificates, and other routine service tasks.

• Report directly to the Operations Manager.

⛳️ Requirements

• A minimum of 5 years of experience in insurance, customer service, or a related field is preferred.

• Possession of an active P&C Insurance License or L&H Insurance License.

• A valid state-issued Insurance license (P&C and/or L&H) is required.

• Excellent interpersonal and communication skills, both written and verbal.

• Demonstrated ability to handle multiple tasks and priorities within a deadline-oriented environment.

• Familiarity with AMS360 or similar agency management systems is advantageous.

• Detail-oriented with strong organizational capabilities.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life insurance and AD&D

• FSA / HSA

• Accident insurance

• Critical illness insurance

• Hospital indemnity insurance

• Supplemental health insurance

• EAP

• Pet insurance

• 11 paid holidays

• Flexible PTO

• 401K