Client Manager

The Insurance Store; Murrieta (CA); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic Client Manager to drive business growth and maintain strong client relationships. In this role, you will engage with clients to provide tailored insurance solutions, ensuring their satisfaction and retention. You will work closely with a supportive team, managing the end-to-end process of client inquiries, policy updates, and renewals. This is a fantastic opportunity to thrive in a fast-paced environment while enjoying a competitive salary and comprehensive benefits. If you are self-motivated and results-driven, this position is perfect for you.

Benefits

Comprehensive benefits package

Paid time off

Ongoing professional development

Career growth opportunities

Qualifications

• Proven experience in sales, preferably in insurance or related fields.
• Strong interpersonal skills and ability to build rapport with clients.

Responsibilities

• Drive new business growth while maintaining relationships with existing clients.
• Manage the renewal process and handle customer service activities.

Skills

Sales Experience

Client Relationship Management

Communication Skills

Organizational Skills

Analytical Skills

Education

Valid Insurance License

High School Diploma

Job description

6 days ago Be among the first 25 applicants

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This range is provided by The Insurance Store. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $80,000.00/yr

Direct message the job poster from The Insurance Store

The Client Manager position is designed to drive new business growth while ensuring strong, ongoing relationships with existing clients. Beyond generating new leads, the Client Manager will take the lead in maintaining proactive communication with current clients to ensure satisfaction and retention. This includes addressing client inquiries, providing updates on policies, and making recommendations for additional services or coverage options. Daily, the Client Manager will work closely with the house team to identify new opportunities, follow up on leads, and manage the end-to-end process of submitting information to carriers, presenting quotes, and securing requests for enrollments, policy changes, or terminations for lines of benefits insurance.

Responsibilities:

• Effectively communicate with prospective TIS clients seeking employee benefit insurance quotes and coverage.
• Handle customer service activities including phone calls, new sales processing, policy renewals, client inquiries, and maintaining group business accounts.
• Manage the renewal process including setting enrollment dates, notifying employers of premium changes, verifying carrier updates, and preparing updated enrollment materials.
• Initiate and finalize renewals by coordinating with carriers, enrolling employees, and submitting applications within set timelines.
• Gather underwriting information, create competitive quotes, present options to clients, and manage the enrollment process for new accounts.
• Build and maintain strong client relationships by providing dedicated, personalized service.

Qualifications:

• Proven experience in sales, preferably in the insurance (employee/individual benefits) industry, or a related field.
• Valid insurance license (or willingness to obtain upon hire).
• Strong interpersonal and communication skills, with the ability to build rapport with clients and team members.
• Ability to analyze client needs and offer tailored insurance solutions.
• Self-motivated, results-driven, and able to work independently and as part of a team.
• Strong organizational skills and attention to detail.

Preferred Licensing:

• Accident and Health or Sickness Insurance License
• Life Insurance License
• Competitive base salary with performance-based commission structure.
• Comprehensive benefits package including health, dental, and vision insurance.
• Paid time off and holidays.
• Ongoing professional development and training.
• Opportunity for career growth within a dynamic and supportive team.

How to Apply: If you are a motivated, self-driven individual who thrives in a fast-paced, customer-focused environment, we encourage you to apply! Please submit your resume and cover letter outlining your qualifications and interest in the position to [e-mail].

Check us out at www.tisteam.com

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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