Business Insurance Client Manager - Commercial Lines

Keystone Insurers Group; Garner (NC); Hybrid; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Business Insurance Client Manager to enhance client relationships and support insurance operations. This role focuses on providing exceptional service to clients while assisting in the production and retention of insurance accounts. Ideal candidates will thrive in a collaborative environment, possess strong communication skills, and be driven by a client-first philosophy. Join a company that values professional growth, offers flexible working options, and fosters a supportive team atmosphere. If you are a motivated self-starter with a passion for insurance, this opportunity is perfect for you!

Benefits

Flexible Schedules

Professional Development

Family-Oriented Environment

Remote Work Options

Qualifications

• 2 years of insurance experience required.
• Ability to obtain necessary licensing within 30 days.

Responsibilities

• Assist in producing new accounts and retaining existing insurance accounts.
• Provide high-quality service and build relationships with clients.

Skills

Insurance Sales

Communication Skills

Client Management

Team Leadership

Microsoft Office Proficiency

Applied EPIC

Education

NC Department of Insurance Property & Casualty License

Tools

Agency Automation System

Microsoft Office

Job description

Career Opportunity - Business Insurance Client Manager

If you are looking for:

• An employer that provides tremendous growth and invests in your learning
• A professional work environment where teammates are supportive and accountable
• An opportunity to teach new tools and technology to your clients and community
• Standard working hours, with options for remote work and flexible schedules
• A competitive salary with outstanding benefits
• A family-oriented employer that has been in business for over 60 years

Then we should talk, because we are always looking for:

• Self-motivated individuals with an “old-fashioned” work ethic and positive attitude
• Someone with a proven ability to support and potentially lead a team
• A quick learner who can grasp new concepts & ideas in a fast-paced environment
• A client-focused professional who is able to listen, communicate, and teach technology

Summary

This position is responsible for assisting in the production of new accounts and the retention of existing insurance accounts. Provides prompt, efficient, friendly, high-quality service to designated accounts in support of Producer activities. Communicates positively with clients to reinforce our “Client-first” service philosophy. Builds and maintains good relationships with clients and staff. Follows agency procedures and guidelines to perform duties.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made for individuals with disabilities.

Minimum Qualifications

• 2 years insurance experience
• NC Department of Insurance Property & Casualty License OR ability to obtain it within 30 days

Knowledge, Skills, and Abilities

• Ability to discuss, support, and sell insurance products in relevant states
• Proficiency with personal computer, agency automation system, and software like Microsoft Office; Applied EPIC, etc.
• Excellent communication skills, written and verbal
• Assertive self-starter with influencing skills
• Client-focused and team-oriented
• Effective presentation skills

Supervisory Responsibilities

May have supervisory responsibilities as the business grows.

Essential Functions

• Gather information and provide risk management recommendations
• Work with Producers on new prospects
• Conduct service calls for accounts
• Coordinate with Producers/Management on claims, payments, loss control, renewals
• Handle special projects upon manager’s approval
• Ensure timeliness and completeness in interactions
• Process applications and analyze renewals
• Respond to quotes, coverage changes, and new policies within 24 hours
• Review accounts for additional insurance opportunities
• Manage cancellations and terminations
• Collect premiums and handle policy cancellations
• Follow up on claims and assist in resolution
• Monitor audits and manage agency’s handling
• Maintain continuing education and professional designations
• Perform other duties as assigned

Physical Demands

Primarily sedentary; some filing may be required, involving lifting files, opening cabinets, and bending or standing as necessary.

Work Environment

Office setting with standard equipment such as computers, phones, copiers, and fax machines.

Travel

Occasional travel may be required.

We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.