Serve as the first point of contact for clients, providing prompt and professional service.
Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
Assist with gathering underwriting information and preparing submission materials.
Maintain strong carrier relationships to secure competitive quotes and solutions for clients.
Ensure the successful renewal and retention of accounts through proactive service and relationship management.
Maintain accurate and up-to-date records in the AMS360 agency management system.
Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs.
Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

1–2 years of experience in insurance, customer service, or a related field preferred.
Active P&C Insurance License or L&H Insurance License
Strong interpersonal and communication skills, both written and verbal.
Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
Familiarity with AMS360 or similar agency management systems is a plus.
Must be detail-oriented with strong organizational skills.
Active state-issued Insurance license (P&C and/or L&H) required.

Client Manager – Personal Lines

Key skills