Client Manager II

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

📋 Description

• Act as the main daily point of contact for a specific portfolio of clients, effectively managing their insurance requirements with minimal supervision.

• Spearhead the renewal and remarketing procedures, collaborating with carriers to obtain the best coverage and pricing.

• Offer consultative advice to clients regarding coverage deficiencies, policy frameworks, and strategic insurance choices.

• Supervise the onboarding process for new accounts, which includes gathering and analyzing underwriting information.

• Address complex client issues, liaising with underwriters and internal teams to resolve challenges promptly.

• Handle endorsements, claims inquiries, audits, and various service requests with meticulous attention to detail.

• Employ AMS360 to keep detailed, accurate client records and document all service-related activities.

• Provide mentorship or assistance to junior account team members as required.

• Remain updated on industry trends, product developments, and regulatory changes that affect clients.

⛳️ Requirements

• 3–5 years of experience in insurance account management, ideally in both Property & Casualty and Life & Health domains.

• Demonstrated capability to manage a portfolio of business and cultivate long-lasting client relationships.

• Strong knowledge of carrier underwriting standards and coverage documentation.

• Exceptional communication, negotiation, and problem-solving abilities.

• Proficient in AMS360 or similar agency management software.

• Active insurance license(s) in relevant lines (P&C and/or L&H) is required.

• Detail-oriented with excellent time management skills and the ability to operate independently.

🏝️ Benefits

• Medical

• Dental

• Vision

• Life Insurance and AD&D

• FSA / HSA

• Accident

• Critical Illness

• Hospital Indemnity

• Supplemental Health Insurance

• EAP

• Pet Insurance

• 11 Paid Holidays

• Flexible PTO

• 401K