Client Service Manager

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

📋 Description

• Collaborate with Risk Advisors on a designated portfolio of business.

• Oversee daily service processes and their outcomes.

• Assist with strategic initiatives that involve direct client interaction.

• Take charge of each client’s renewal process.

• Foster strong client relationships and operate independently in a client-facing role.

• Ensure the timely and accurate exchange of information between clients and Risk team members.

• Manage client open-item lists and respond to ad-hoc requests.

• Collect and analyze data to create stewardship reports and presentations.

• Support and track renewals, prepare quote comparisons, and manage binders, policies, and endorsements.

• Address routine and complex coverage inquiries.

• Act as the primary client contact for certificates, auto IDs, location additions, invoices, workers’ compensation notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.

• Supervise invoice creation, fee agreements, receivables, and collections; resolve any issues that arise.

• Ensure comprehension and utilization of tools; carry out related tasks as assigned.

⛳️ Requirements

• Minimum of 2 years of experience in commercial insurance is required, ideally in an Account Management position.

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

• A high school diploma or equivalent is required.

• An Associate's degree is preferred.

• Experience in supporting complex clients is preferred.

• For applicants located in the United States, compensation and eligibility details pertain to the U.S. role.

🏝️ Benefits

• Competitive compensation package that includes equity.

• Comprehensive benefits covering medical, dental, vision, life, and disability.

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

• Human Interest: 401(k) provider.

• Flexible time off policies.

• Sick leave provisions.

• Family and medical leave options.

• Observance of major national holidays.

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

• A collaborative, transparent, and enjoyable workplace culture.

• Opportunities for internal promotions and career advancement.