Client Manager

ASZ International, Inc.; Northern (KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

INSight is seeking a Client Manager to oversee a portfolio of clients, ensuring high-quality service, strategic insights, and seamless execution of policy-related tasks.

The role emphasizes building lasting relationships with clients, carriers, and vendors, while negotiating terms, presenting proposals, and coordinating invoicing and renewals. A proactive, highly organized professional thrives in a fast-paced environment.

Qualifications

• Excellent verbal and written communication are essential.
• Analytical thinking and quick learning are required.
• Empathetic listener with a team-first mindset.
• Highly organized with strong time management.
• Comfortable with agency management systems and basic math.

Responsibilities

• Cultivate strong client, vendor, and carrier relationships as primary contact.
• Respond promptly and professionally to inquiries from clients and carriers.
• Stay informed on carrier products, underwriting guidelines, legislative updates.
• Review and analyze client exposures for renewals or new business.
• Prepare and evaluate quotes; negotiate terms when appropriate.
• Collaborate with risk advisors to prepare compelling proposals.
• Ensure accurate invoicing and premium financing with deadlines.
• Coordinate with Account Manager to process policies and renewals.
• Maintain accurate records, schedules, summaries, and renewal tracking.
• Support special projects and process improvements as needed.

Skills

Verbal communication

Written communication

Analytical thinking

Empathetic listening

Highly organized

Team collaboration

APPLIED EPIC knowledge

Tools

Applied Epic

Job description

At INSight, our Client Managers are the cornerstone of our client relationships. This role is ideal for a highlyorganized, proactive professional who thrives in a fast-paced environment and enjoys building long-lasting partnerships with clients, carriers, and vendors. As a Client Manager, you’ll manage a portfolio of clients, ensuringhigh-quality service, strategic insights, and seamless execution of all policy-related tasks.

JOB RESPONSIBILITIES

• Client Relationship Expert: Cultivate strong and enduring relationships with your clients, key vendors, and carriers. Serve as the primary point of contact, delivering exceptional service and support.
• Timely and Effective Communicator: Respond promptly and professionally to inquiries from clients, insurance carriers, risk advisors, and supervisors.
• Knowledge Navigator: Stay informed about carrier products, underwriting guidelines, and legislative updates to provide accurate, insightful recommendations to clients.
• Analytical Insight: Review and analyze client exposures to develop strategic renewal or new business specifications.
• Master Negotiator: Prepare and evaluate quotes for competitiveness and accuracy. Negotiate terms when appropriate.
• Presentation Prodigy: Collaborate with risk advisors to prepare and present compelling proposals to clients.
• Efficiency Engineer: Ensure accurate invoicing and premium financing while meeting all deadlines.
• Detail-Oriented Dynamo: Coordinate with Account Manager to process policies, endorsements, audit documents, and client requests with precision and care.
• Organization Champion: Maintain accurate records, including schedules, summaries, and renewal tracking for your book of business.
• Flexible Contributor: Step in where needed—supporting special projects, process improvements, or anything else that helps the team and clients thrive.

SKILLS AND STRENGTHS

• Excellent verbal and written communication skills
• Quick learner with strong analytical and critical thinking skills
• Empathetic and attentive listener with a positive, team-first mindset
• Highly organized with strong time management and prioritization abilities
• Comfortable with technology, including agency management systems (APPLIED EPIC) and basic math
• Committed to integrity, confidentiality, and delivering service excellence