P&C Licensed Client Manager

Job Summary

Serving as the first point of contact for clients, the full-time P&C Licensed Client Manager will provide prompt and professional service while managing the placement of new and renewal accounts, maintaining strong carrier relationships, and ensuring successful account retention in a remote environment.

Key responsibilities

• Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines
• Ensure successful renewal and retention of accounts through proactive service and relationship management
• Collaborate with internal stakeholders to support client needs and handle routine service items efficiently

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