Ours is a business of storytelling and we’re accountable for telling yours in a way that allows us to bring context to your situation as we work alongside carriers to negotiate a solution that delivers exactly what you need to keep your business — and your vision — protected. It’s also our job to clearly lay out each scenario, so you’re equipped to make the right decisions based on what’s at stake. And, like any good storyteller, we don’t quit until we find an ideal resolution for every risk you face. It’s why so many of our clients continue to look to our independent business insurance agents as advisors and confidants as they move their businesses forward.

As a Client Manager, you provide direct support to producers and internal team members to aid both the retention of existing business and generation of new business. Your main focus is marketing new and renewal business, in partnership with producers, and includes building proposals and binding coverage. The Client Manager is a peer leader of the service team and is responsible for delivering excellent customer service along with the Client Advocate.

Manage service team workflow Act as a technical expert to producer and clients Manage renewal process New Business Marketing Renewal Business Marketing Maintain and build rapport with key partners Issue supporting documents Support and service other accounts as needed Maintain culture of employee ownership – contribute time and support to agency/carrier events or activities that strengthen our culture Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems

At least 5 years of Business/Commercial Lines Insurance customer service experience (required). Experience with Business/Commercial Lines book of business renewal marketing (required). Microsoft Office experience, specifically Word and Excel (required). Detail-oriented (required). Ability to organize and prioritize work responsibilities; is a self-starter (required). Excellent communication skills – verbal and written (required). Ability to effectively work in a team. Set team deadlines and goals, and delegate to others (required). CIC designation or equivalent (preferred). Epic experience (preferred). Active Resident Property and Casualty insurance license (required).

Ours is a business of storytelling and we’re accountable for telling yours in a way that allows us to bring context to your situation as we work alongside carriers to negotiate a solution that delivers exactly what you need to keep your business — and your vision — protected. It’s also our job to clearly lay out each scenario, so you’re equipped to make the right decisions based on what’s at stake. And, like any good storyteller, we don’t quit until we find an ideal resolution for every risk you face. It’s why so many of our clients continue to look to our independent business insurance agents as advisors and confidants as they move their businesses forward.