Client Manager - Personal Lines Retention & Growth

Highstreet Insurance & Financial Services; Raleigh (NC); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Life Insurance

Disability Insurance

Retirement Plan

Job summary

Highstreet Insurance and Financial Services in Raleigh/Chapel Hill is seeking a Client Manager to provide high-level service and long-term support for personal lines clients. The role focuses 90% on retention with opportunities for strategic cross-selling and upselling when appropriate.

You will manage an assigned book, recommend coverage improvements, and ensure a professional client experience across interactions.

Qualifications

• Prior insurance agency service experience preferred.
• Strong understanding of personal lines coverages (Auto/Home/Umbrella).
• Excellent written and verbal communication skills.
• Attention to detail with multitasking ability.
• Independent decision making using agency guidelines and best practices.
• Able to recommend coverage improvements and discuss with clients.
• Strong follow-through and time management.

Responsibilities

• Manage and service an assigned book of business with accuracy and responsiveness.
• Handle policy changes, coverage questions, renewals, billing, and reviews.
• Review accounts for gaps and recommend improvements to protection.
• Cross-sell and upsell where beneficial to the client (umbrella, renters, etc.).
• Educate clients on options clearly and confidently.
• Maintain documentation and logs in the agency system.
• Coordinate with carriers and underwriting on endorsements, renewals and exceptions.
• Resolve service issues and ensure completion.
• Support retention strategies and reduce preventable cancellations.

Skills

Insurance experience

Personal lines knowledge

Communication skills

Attention to detail

Time management

License required

Independent decision making

Job description

Highstreet Insurance and Financial Services in Raleigh/Chapel Hill is seeking a Client Manager to provide high-level service and long-term support for personal lines clients. The role focuses 90% on retention with opportunities for strategic cross-selling and upselling when appropriate.

You will manage an assigned book, recommend coverage improvements, and ensure a professional client experience across interactions.