Client Service Manager

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

📋 Description

• Collaborate with Risk Advisors on an assigned portfolio, oversee daily service operations and outputs, support various strategic, client-focused initiatives, and lead each client's renewal cycle, ensuring a positive and efficient client experience.

• Maintain strong and positive relationships with clients, acting independently in a client-facing role on matters of moderate significance and complexity.

• Facilitate the timely and accurate exchange of information between clients and Risk team members, keeping all stakeholders informed.

• Manage client open items lists and respond to ad-hoc requests from clients.

• Collect and analyze data, drafting assigned components of stewardship reports and other persuasive presentations tailored to the audience's needs and the context of the presentation.

• Actively support and oversee the renewal process, engaging with account team members as necessary. May draft quote comparisons and is responsible for organizing binders, policies, and endorsements.

• Receive and address routine and complex coverage inquiries.

• Act as the primary client liaison for matters such as certificates, auto IDs, location additions, invoices, Worker’s Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.

• Monitor and follow up on invoice generation, fee agreements, receivables, and collections, addressing and resolving issues as they arise.

• Ensure tools are comprehended and utilized effectively. Perform related duties as assigned.

⛳️ Requirements

• A minimum of 2 years of experience in commercial insurance is required (preferably in an Account Management role).

• A Property & Casualty broker’s license is strongly preferred or must be obtained within 120 days of starting.

• A high school diploma or equivalent is required.

• An associate degree is preferred.

• Experience in supporting complex clients is preferred.

🏝️ Benefits

• Competitive compensation that includes equity.

• Comprehensive benefit plans covering medical, dental, vision, life, and disability.

• Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings).

• Human Interest: 401(k) provider.

• Time Off: Flexible time off, sick leave, family and medical leave, and major national holidays.

• A carefully curated in-office employee experience aimed at fostering community, team connections, and innovation.

• A collaborative, transparent, and enjoyable company culture.