Licensed Insurance Client Experience Manager

The Juris Agency; United States; Remote; USD 36,000 - 54,000; Full time

Benefits offered by this job

Paid Time Off

Health Insurance

Mon-Fri Schedule

Hands on Training

Retirement Plan

Career Growth Opportunities

Work from Home

Paid Holidays

Job summary

The Juris Agency is seeking a Client Experience Manager for Farmers Insurance - Chris Castanza Agency’s Service & Retention Team. This position focuses on client retention, policy reviews, onboarding, and relationship management to protect clients’ insurance needs.

The role emphasizes cross-selling opportunities, handling client communications, and guiding clients through claims and policy updates while delivering exceptional service.

Qualifications

• Must have a current property and casualty license.

Responsibilities

• Manage client relationships and communications with current, future, and past clients.
• Review policy renewals and coverage, and assist with claims processes.
• Onboard new clients from sales teams and educate on agency services.
• Cross-sell and upsell insurance products based on client needs.
• Support retention goals and strive for high client satisfaction.

Skills

Client relationship

Communication

Multitasking

Organizational skills

Licensed insurance experience

Service orientation

Job description

The Juris Agency is seeking a Client Experience Manager for Farmers Insurance - Chris Castanza Agency’s Service & Retention Team. This position focuses on client retention, policy reviews, onboarding, and relationship management to protect clients’ insurance needs.

The role emphasizes cross-selling opportunities, handling client communications, and guiding clients through claims and policy updates while delivering exceptional service.