Client Manager, Commercial Lines Insurance - Remote

Overview

This position involves servicing client accounts in the Property Casualty insurance sector, assisting with policy coverage, conducting renewals, and maintaining high levels of client trust and satisfaction.

In Short

• Process applications, policies, and endorsements for clients.
• Assist clients with policy coverage and related questions.
• Conduct renewal processes and negotiate premiums.
• Prepare presentations and proposals for clients.
• Maintain client files and provide administrative support.
• Establish and maintain trust with clients.
• Ensure timely and accurate invoicing.
• Work with the Sales Team on marketing strategies.
• Manage workflow efficiently in a fast-paced environment.
• Stay informed about industry developments.

Requirements

• High school diploma or G.E.D. required; college degree preferred.
• Two or more years of experience in a brokerage or carrier.
• Knowledge of Microsoft Office applications.
• Strong interpersonal skills for handling sensitive situations.
• Ability to juggle multiple tasks in a fast-paced environment.
• California Fire and Casualty Broker License required.
• Valid Driver License.

Benefits

• 401K matching.
• Generous Time Off Policy.
• Flexible Work Options.
• Medical, Dental, Vision, and Pet Insurance.
• Cancer Insurance and Wellness Programs.
• Employee Award Programs.