Client Manager – Personal Lines

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

📋 Description

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

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

• Aid in collecting underwriting information and preparing submission documents.

• Sustain robust relationships with carriers to secure competitive quotes and solutions for clients.

• Ensure successful account renewal and retention through proactive service and relationship management.

• Maintain precise and current records in the AMS360 agency management system.

• Collaborate with Producers, Senior Client Managers, and other internal stakeholders to address client needs.

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

⛳️ Requirements

• 1–2 years of experience in insurance, customer service, or a related field is preferred.

• Active P&C Insurance License or L&H Insurance License is required.

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

• Demonstrated ability to handle multiple tasks and priorities in a deadline-driven environment.

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

• Must possess strong attention to detail and organizational skills.

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

🏝️ Benefits

• Medical

• Dental

• Vision

• Life Insurance and AD&D

• FSA / 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