Licensed Personal Lines Client Manager

Job Summary

Managing client relationships in a remote capacity, the full-time Licensed Personal Lines Client Manager will serve as the primary contact for clients, oversee the placement of new and renewal accounts, and ensure proactive service and retention of accounts.

Key responsibilities

• Provide prompt and professional service as the first point of contact for clients
• Manage the placement of new and renewal accounts with carrier partners, assisting with underwriting information and submission materials
• Collaborate with internal stakeholders to handle policy changes and maintain accurate records in the AMS360 agency management system

Required qualifications

• 1-2 years of experience in insurance, customer service, or a related field preferred
• Active P&C Insurance License or L&H Insurance License required
• Familiarity with AMS360 or similar agency management systems is a plus
• Proven ability to manage multiple tasks and priorities in a deadline-driven environment
• Detail-oriented with strong organizational skills