Licensed Client Manager

Job Summary

Managing a designated book of clients, the full-time Licensed Client Manager will serve as the primary contact for insurance needs, lead the renewal process, and troubleshoot complex client issues while working remotely.

Key responsibilities

• Oversee the renewal and remarketing process, providing consultative guidance on coverage and policy structures
• Troubleshoot complex client issues and manage endorsements, claims inquiries, and audits
• Utilize AMS360 to maintain accurate client records and document all servicing activities

Required qualifications

• 3-5 years of experience in insurance account management, preferably in Property & Casualty and Life & Health lines
• Active insurance license(s) in applicable lines (P&C and/or L&H) required
• Strong understanding of carrier underwriting guidelines and coverage forms
• Proficient in AMS360 or comparable agency management systems
• Proven ability to manage a book of business and build long-term client relationships