What are the responsibilities and job description for the Client Manager, Personal Insurance (copy) position at Highstreet Insurance and Financial Services?
Highstreet Insurance and Financial Services is hiring a Client Manager to provide high-level service and long-term account support for our personal lines clients. This role is 99% service-focused, with expectations for strategic cross-selling and upselling when appropriate.
The Client Manager is responsible for managing an assigned book of business, making smart coverage recommendations, identifying opportunities to strengthen accounts, and ensuring clients receive a consistent, professional experience.
Benefits
Annual Base Salary Bonus Opportunities
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Tuition Reimbursement
Responsibilities
Manage and service an assigned book of business with a high level of accuracy, organization, and responsiveness
Handle policy changes, coverage questions, renewals, re-shops, billing support, and policy reviews
Review accounts for coverage gaps and make thoughtful recommendations to improve protection
Cross-sell and upsell additional lines of coverage when it benefits the client (umbrella, renters, scheduled items, etc.)
Educate clients on coverage options in a clear, confident, and professional way
Maintain strong documentation and activity logs in the agency management system
Coordinate with carriers and underwriting on endorsements, renewals, and exceptions
Resolve service issues and ensure follow-through through completion
Support agency retention strategies and proactively reduce preventable cancellations
Requirements
Prior insurance agency service experience strongly preferred
Strong understanding of personal lines coverages (Auto/Home/Umbrella)
Excellent written and verbal communication skills
High attention to detail and comfort managing multiple moving parts daily
Ability to make sound, independent decisions using agency guidelines and best practices
Comfortable recommending coverage improvements and having client-facing conversations
Strong follow-through, time management, and ownership mindset
Active P&C license (or ability to obtain quickly)
Salary : $45,000 - $55,000