California Licensed Client Manager

Job Summary

Managing a portfolio of select accounts, the full-time California Licensed Client Manager will handle client inquiries, endorsement processing, and maintain client relationships while ensuring profitability in a remote capacity.

Key responsibilities

• Manage and retain select accounts based on revenue, industry, and coverage needs
• Review and interpret customer contracts to ensure appropriate coverages
• Coordinate strategy meetings and document outcomes for internal and external stakeholders

Required qualifications

• 2+ years of Property & Casualty insurance experience in a client-facing role
• Ability to work on a Pacific Time Zone schedule (8am - 5pm PST)
• College degree or equivalent work experience required
• Knowledge of Property & Casualty insurance is essential
• Must maintain required licensing and complete Continuing Education activities as needed