Associate Client Manager - Founder Shield

TN United Kingdom; Norwich; On-site; GBP 30,000 - 50,000; Full time

Job summary

An innovative firm is seeking an Associate Client Manager to drive client retention and manage small business renewal accounts. This role is pivotal in delivering exceptional customer service and creating tailored insurance solutions for clients. You'll engage directly with clients, ensuring their needs are met while navigating the insurance landscape. With a focus on communication and relationship-building, you'll thrive in a dynamic environment where your contributions directly impact client satisfaction and business growth. Join a team that values your insights and fosters professional development in the insurance industry.

Qualifications

• Prior experience in insurance and a passion for customer service.
• At least 2 years of relevant experience required.

Responsibilities

• Serve as the exclusive point of contact for all client renewal processes.
• Facilitate policy marketing, quoting, and underwriting on renewals.

Skills

Customer Service

Communication Skills

Organizational Skills

Salesforce

Analytical Skills

Education

Bachelor’s Degree

Tools

Salesforce

Job description

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Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

2c3a3f969fc6

Job Views:

10

Posted:

29.04.2025

Expiry Date:

13.06.2025

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Job Description:

Founder Shield is a risk management partner for rapidly evolving, high-growth companies. Our mission is to create the best possible experience for purchasing insurance and managing risk for your company. We’re a tech-enabled, boutique broker focused exclusively on insurance solutions for emerging industries and niche insurance products. Our team of experts provides continuous guidance and support to ensure you purchase coverage that makes sense for your business. We take a hands-on approach with our underwriter relationships, training them to understand our client’s culture, values, and organizational approach. Our suite of tools and emerging industry experience gives us the unique ability to set our clients up for the present and create a clear game plan for the future.

The Associate Client Manager will manage small business renewal accounts from start to finish. This role involves logging client data, evaluating insurance needs, and helping create effective risk management solutions aligned with clients' financial goals. Responsibilities include broking/quoting for renewals, prioritizing client retention and communication, and operational tasks like binding and policy management. The Associate Client Manager on the BSB team will handle all marketing, client communication, binding coverage, endorsements, and policy data logging for accounts with less than $3,000 in revenue. The goal is to meet the needs of these smaller clients and retain them annually.

PRIMARY RESPONSIBILITIES:

1. Serve as the exclusive point of contact for all client renewal processes
2. Facilitate policy marketing, quoting, and underwriting on renewals
3. Deliver accurate quotes that meet or exceed client requests
4. Build relationships with insurance carriers and act as liaison between clients and carriers or wholesalers
5. Advise clients on appropriate insurance coverage as they grow
6. Provide exceptional customer service, including answering inquiries, handling policy changes, and issuing certificates of insurance
7. Update and improve internal information management systems, including Salesforce
8. Prepare all necessary paperwork to bind client insurance policies

KNOWLEDGE, SKILLS & ABILITIES:

1. Prior experience in insurance and a passion for customer service
2. Excellent verbal and written communication skills
3. Strong organizational and prioritization skills
4. Ability to learn new software and technologies; Salesforce experience preferred
5. Self-motivated, analytical, ambitious, with an entrepreneurial spirit

EDUCATION & EXPERIENCE:

1. Bachelor’s degree preferred
2. At least 2 years of relevant experience required
3. Current P&C license

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IMPORTANT NOTICE: This position description describes the level of work expected and is not a contract. Responsibilities may evolve, and duties may be added as needed to support the organization. Reasonable accommodations will be provided for applicants and colleagues with medical or religious needs.

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