Client Success Manager, Personal Insurance

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

Mon-Fri Schedule

Retirement Plan

Job summary

Highstreet Insurance and Financial Services is hiring a Client Manager in Raleigh/Chapel Hill to deliver high-level service and long-term account support for personal lines clients. The role is 90% retention-focused with opportunities for strategic cross-selling and upselling.

The Client Manager will manage an assigned book, provide coverage recommendations, and ensure a consistent, professional client experience. Active P&C license required.

Qualifications

• 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 is required. No exceptions.

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.

Skills

Insurance experience

Personal lines knowledge

Communication skills

Attention to detail

Decision making

Client-facing

Time management

Ownership mindset

Job description

Highstreet Insurance and Financial Services is hiring a Client Manager in Raleigh/Chapel Hill to deliver high-level service and long-term account support for personal lines clients. The role is 90% retention-focused with opportunities for strategic cross-selling and upselling.

The Client Manager will manage an assigned book, provide coverage recommendations, and ensure a consistent, professional client experience. Active P&C license required.