Client Manager, Personal Insurance

The Juris Agency; Chapel Hill (NC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Tuition Reimbursement

Job summary

Highstreet Insurance and Financial Services is seeking a Client Manager to provide high-level service and long-term account support for personal lines clients in Chapel Hill. This role is 99% service-focused with strategic cross-selling when appropriate, managing an assigned book of business and ensuring a professional client experience.

You will make coverage recommendations, handle policy changes, renewals and endorsements, educate clients on options, and coordinate with carriers to uphold

Qualifications

• Insurance agency service experience preferred.
• Strong understanding of Auto/Home/Umbrella coverages.
• Excellent written and verbal communication.
• High attention to detail and multitasking.
• Independent decision-making ability.
• Comfortable recommending coverage improvements to clients.
• Strong follow-through and ownership mentality.
• Active P&C license or ability to obtain quickly.

Responsibilities

• Manage and service an assigned book of business with a high level of accuracy, organization, and responsiveness.
• Handle policy changes, coverage questions, renewals, re-shops, billing support, and policy reviews.
• Review accounts for coverage gaps and make thoughtful recommendations to improve protection.
• Cross-sell and upsell additional lines of coverage when it benefits the client.
• Educate clients on coverage options in a clear, confident, and professional way.
• Maintain strong documentation and activity logs in the agency management system.
• Coordinate with carriers and underwriting on endorsements, renewals, and exceptions.
• Resolve service issues and ensure follow-through through completion.
• Support agency retention strategies and proactively reduce preventable cancellations.

Skills

Communication

Detail-oriented

Time management

Decision making

Client relationship

Education

P&C license

Tools

Agency management system

Billing system

Job description

Job Description

Highstreet Insurance and Financial Services is hiring a Client Manager to provide high-level service and long-term account support for our personal lines clients. This role is 99% service-focused, with expectations for strategic cross-selling and upselling when appropriate.

The Client Manager is responsible for managing an assigned book of business, making smart coverage recommendations, identifying opportunities to strengthen accounts, and ensuring clients receive a consistent, professional experience.

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Tuition Reimbursement

Responsibilities

Manage and service an assigned book of business with a high level of accuracy, organization, and responsiveness

Handle policy changes, coverage questions, renewals, re-shops, billing support, and policy reviews

Review accounts for coverage gaps and make thoughtful recommendations to improve protection

Cross-sell and upsell additional lines of coverage when it benefits the client (umbrella, renters, scheduled items, etc.)

Educate clients on coverage options in a clear, confident, and professional way

Maintain strong documentation and activity logs in the agency management system

Coordinate with carriers and underwriting on endorsements, renewals, and exceptions

Resolve service issues and ensure follow-through through completion

Support agency retention strategies and proactively reduce preventable cancellations

Requirements

Prior insurance agency service experience strongly preferred

Strong understanding of personal lines coverages (Auto/Home/Umbrella)

Excellent written and verbal communication skills

High attention to detail and comfort managing multiple moving parts daily

Ability to make sound, independent decisions using agency guidelines and best practices

Comfortable recommending coverage improvements and having client-facing conversations

Strong follow-through, time management, and ownership mindset

Active P&C license (or ability to obtain quickly)