P&C Licensed Associate Client Manager

Job Summary

Managing small business renewal accounts, the full-time remote P&C Licensed Associate Client Manager will evaluate insurance needs, facilitate the renewal process, and ensure effective risk management solutions to meet clients' financial goals.

Key responsibilities

• Serve as the exclusive point of contact for all client renewal processes
• Facilitate policy marketing, quoting, and underwriting for renewals
• Provide exceptional customer service by addressing client inquiries and managing policy changes

Required qualifications

• Current P&C license
• At least 2-3 years of relevant experience in insurance
• A Bachelor's degree preferred
• Proficiency in Salesforce or similar software
• Strong organizational skills and ability to prioritize tasks effectively