Client Manager – Personal Lines

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

📋 Description

• Oversee the daily account management for a designated portfolio of clients, which may encompass client interactions, policy modifications, renewals, payments, and claims processing.

• Identify, assess, and cultivate personal insurance prospects with both new and existing clients through in-person meetings, online communication, phone calls, and written correspondence.

• Manage and maintain our agency management software program efficiently.

• Stay updated on industry changes and trends to effectively anticipate and address client needs.

• Proactively close sales based on the requirements of the client.

• Conduct business in a way that reflects an understanding of both the operational and revenue implications for the Company.

⛳️ Requirements

• Current Property and Casualty Insurance License.

• Strong organizational, interpersonal, and communication skills with the ability to collaborate effectively in a team setting.

• At least 1 year of experience in the insurance industry, specifically in servicing personal accounts.

• Comprehensive knowledge of personal lines coverage and associated markets.

• Familiarity with a client management system, preferably AMS360.

• Proficient in Excel and Word.

🏝️ Benefits

• Medical, Dental, Vision coverage.

• Life Insurance and Accidental Death & Dismemberment (AD&D).

• Flexible Spending Account (FSA) / Health Savings Account (HSA).

• Accident Insurance.

• Critical Illness Insurance.

• Hospital Indemnity Insurance.

• Supplemental Health Insurance.

• Employee Assistance Program (EAP).

• Pet Insurance.

• 11 Paid Holidays.

• Flexible Paid Time Off (PTO).

• 401K plan.