Client Operations Manager, Insurance Accounts

Hatcher Insurance; Orlando (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Hatcher Insurance in Orlando, FL is seeking an Account Manager for the Private Client Group to deliver high-quality operational and service support, manage accounts, and ensure data integrity across client records.

You will work with Account Executives to align service delivery with client needs, handle endorsements and renewals, and support invoicing processes while contributing to client service excellence and internal processes.

Qualifications

• 1+ year of experience in customer service or similar role within insurance, risk management, or financial services.
• Property & Casualty license or ability to obtain within a defined timeframe.
• Proficiency in Microsoft Office (Outlook, Excel, Word).

Responsibilities

• Owns day-to-day management of assigned accounts and associated operational workflows.
• Acts as a subject matter support resource for internal processes and account handling.
• Partners with Account Executives and team members to align service delivery with client needs.
• Processes endorsements, renewals, and carrier transactions with high accuracy.
• Maintains agency management systems and ensures data integrity.
• Prepares renewal applications and conducts pre-renewal reviews or account audits. Supports invoicing processes including agency-billed and carrier-billed transactions.
• Reviews documentation thoroughly and documents all account activity per standards.
• Monitors downloads and data flows to ensure system accuracy.
• Resolves discrepancies with carriers and supports underwriting processes.
• Maintains complete and accurate client and policy records.
• Collaborates with internal teams and carrier partners to ensure seamless service delivery.
• Communicates with underwriters to resolve issues and support appropriate outcomes.
• Supports billing inquiries, client requests, and administrative needs.
• Provides backup support to team members as needed.
• Supports remarketing efforts and comparative rating initiatives.
• Participates in special projects and process enhancements.
• Assists in scaling operations through consistent execution and support.
• Identifies opportunities to improve workflows and efficiency.
• Maintains confidentiality of client and company information.
• Leverages systems and tools effectively to enhance service delivery.

Skills

Customer service

Attention to detail

Communication

Time management

Education

Associate’s degree or relevant coursework

Tools

Microsoft Office

Job description

Hatcher Insurance in Orlando, FL is seeking an Account Manager for the Private Client Group to deliver high-quality operational and service support, manage accounts, and ensure data integrity across client records.

You will work with Account Executives to align service delivery with client needs, handle endorsements and renewals, and support invoicing processes while contributing to client service excellence and internal processes.