Hybrid Client Manager - Insurance Renewals & Relationships

The Fedeli Group; Independence Township (OH); Hybrid; USD 55,000 - 75,000; Full time

Job summary

The Fedeli Group in Ohio is seeking an experienced Insurance Account Manager to support client executives and producers. You will prepare binders, certificates, endorsements, audits, and policy documents while ensuring accuracy and timely delivery.

This full-time role requires a minimum of five years in a similar position, an active Ohio or Illinois P&C license, and knowledge of commercial lines. A Bachelor’s degree and experience with Applied EPIC are preferred; hybrid work is available.

Qualifications

• High School diploma or GED required.
• Minimum of 5 years of experience in a similar position.
• Active Ohio and/or Illinois P&C license.
• Knowledge of commercial lines coverage.

Responsibilities

• Prepare binders, certificates, endorsements, audits, policies, and related documents.
• Assist Client Executive with policy education and renewals.
• Maintain expiration logs for existing books of business.
• Assist Producer/Client Executive in placing new business.
• Adhere to agency procedures and E&O guidelines.
• Maintain electronic files and records.

Skills

Strong computer skills

Strategic thinking

Decision making

Communication proficiency

Presentation skills

Education

High School diploma or GED

Bachelor’s Degree

Tools

Applied EPIC

Job description

The Fedeli Group in Ohio is seeking an experienced Insurance Account Manager to support client executives and producers. You will prepare binders, certificates, endorsements, audits, and policy documents while ensuring accuracy and timely delivery.

This full-time role requires a minimum of five years in a similar position, an active Ohio or Illinois P&C license, and knowledge of commercial lines. A Bachelor’s degree and experience with Applied EPIC are preferred; hybrid work is available.