The Client Manager serves as the main point of contact for clients, handling all lines of commercial insurance and resolving accounting discrepancies
Job Summary
The Client Manager serves as the main point of contact for clients, handling all lines of commercial insurance and resolving accounting discrepancies.
Responsibilities include coordinating new and renewal marketing strategies, processing endorsements and audits, and maintaining accurate records in the agency management system.
The role requires effective communication with internal departments and external parties while ensuring all deadlines are met in a timely manner.
Matching Summary
The Client Manager serves as the main point of contact for clients, handling all lines of commercial insurance and resolving accounting discrepancies.
Skills & Requirements
Must-have
3+ years commercial lines experience
Arizona Property/Casualty license
Client relationship management
Policy renewal and binder preparation
Microsoft Office proficiency
Nice-to-have
CIC, CPCU, CRM, CISR designations
Sagitta and ImageRight system experience
Cross-functional team collaboration
Strategic marketing planning skills
Key Requirements
3+ years commercial lines insurance experience
Licensed in Arizona Property/Casualty
Some college or technical training preferred
Work Rights
Must have valid Arizona license (ability to transfer existing)