The Opportunity:

The Client Service Manager is responsible for providing consistent service and support to identified clients, managing or directing all day-to-day service needs. This role involves interacting in a consultative and collaborative manner to develop innovative solutions for clients. The goal is to deliver a positive client experience, resulting in client retention and growth, while building long-term relationships with clients and vendor partners.

Are You a Match?

The Client Service Manager excels in delivering prompt, accurate, and thoughtful service to clients, consistently responding to inquiries within 24 hours. With 3-5+ years of experience in middle market commercial lines, a property and casualty insurance license in good standing is required.

In This Role, You Will Execute On:

• Managing a middle market commercial book of business in direct support of local office operations, with an approximate book size of $500,000 in revenue.
• Providing prompt, accurate, and thoughtful service to clients by meeting or exceeding their needs.
• Identifying and placing quality programs with competitive pricing and favorable terms for new and existing clients.
• Producing accurate and thorough written submissions and proposals using Word, Excel, and PowerPoint.
• Maintaining accurate client records within the agency management system, Epic.
• Analyzing programs, coverages, loss runs, and pricing.
• Developing and maintaining strong relationships with clients and vendor partners.

In This Role, You’ll Need:

• Client/Quality Focus: Anticipates, monitors, and meets the needs of clients, responding to them appropriately. Demonstrates a commitment to understanding clients' business needs and continually seeks to provide a trusted advisor level of service.
• Organization and Planning: Ability to plan, prioritize, and organize work to meet or exceed deadline expectations.
• Attention to Detail: Ensures work is comprehensive and error-free.
• Coachable: Quick learner with the ability to take direction and constructive feedback.
• Communication: Effectively conveys information and expresses thoughts and facts. Demonstrates strong listening skills and is open to other people's ideas and thoughts.
• Emotional Intelligence/Inclusiveness: Interacts appropriately with all team members, visitors, carriers, and community partners, without regard to individual characteristics.
• Fluency in Chinese is a plus but not required.