Farm & Ranch Client Manager - Insurance Agency Customer Service

ASZ International, Inc.; Northern (KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

INSight Partners in Kentucky is seeking a Farm & Ranch Client Manager in our insurance agency customer service team. You will manage a portfolio of clients, ensuring top-tier service and seamless policy execution.

This role emphasizes building lasting partnerships with clients, carriers, and vendors, requiring proactive communication and strong organizational skills. Active Property & Casualty license is required or you must obtain one within three months with company support.

Qualifications

• Active Property & Casualty license required or willing to obtain within first 3 months with company support.
• Experience in insurance agency customer service or related field preferred.
• Strong written and verbal communication skills are essential.

Responsibilities

• Cultivate strong client relationships with clients, vendors, and carriers.
• Respond promptly and professionally to inquiries from clients, carriers, risk advisors, and supervisors.
• Stay informed about carrier products, underwriting guidelines, and legislative updates to provide accurate recommendations.
• Review and analyze client exposures to inform renewals or new business specifications.
• Prepare and evaluate quotes for competitiveness and accuracy; negotiate terms when appropriate.
• Collaborate with risk advisors to prepare and present proposals to clients.
• Ensure accurate invoicing and premium financing while meeting deadlines.
• Coordinate with Account Manager to process policies, endorsements, audits, and client requests with precision.
• Maintain records, schedules, and renewal tracking for your book of business.
• Support special projects and process improvements as needed.

Skills

Communication skills

Analytical thinking

Organizational skills

Empathetic listener

Team collaboration

Tools

Applied EPIC

Job description

Farm & Ranch Client Manager - Insurance Agency Customer Service

Full-Time

Description

JOB SUMMARY

At INSight Partners, our Client Managers are the cornerstone of our client relationships. This role is ideal for a highly organized, 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, ensuring high-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

Licensing Requirement:

This role requires an active Property & Casualty Insurance License. Candidates who do not currently hold a license must be willing to obtain one within the first three months of employment, with company support.