Client Manager II – Commercial Insurance

Are you tired of being bogged down by hundreds of tiny, high-headache micro-policies? Do you want the elite benefits and resources of a massive national broker, but miss the collaborative, flexible vibe of a local team?

We are recruiting for a premier commercial insurance agency in Birmingham that gives you the "best of both worlds." Roughly 70% of their business is commercial, meaning management understands your world and fully supports your growth. Even better: they actively offload small premium accounts to Virtual Assistants (VAs) so you can focus on quality account management, not endless data entry.

The Portfolio & The Position

As a Client Manager II, you will fully own and service a clean, high-performing mid-tier portfolio of established "Main Street" businesses (lessors risk property, construction, retail, and miscellaneous professional services).

• Account Sweet Spot: Premium sizes ranging from $10,000 to $100,000.
• Core Focus: Manage the commercial renewal process from start to finish.
• No Micro-Management: Meet monthly with leadership to align on goals and upcoming renewals, then drive the process forward.
• Carrier Execution: Coordinate seamlessly with underwriters and market renewals across multiple carrier websites.
• Leverage Support: Direct and utilize dedicated Virtual Assistants to handle repetitive tasks like certificates, endorsements, and audits.
• System Management: Maintain accurate client records utilizing AMS360.

What We Are Looking For

This is an exceptional opportunity for a sharp, driven assistant manager ready to step up and fully manage their own book, or an established manager looking for a better quality of life.

• Licensing: Active Property & Casualty (P&C) Insurance License is required.
• Experience: 3 to 5 years of commercial lines experience.
• Tech Skills: Experience with AMS360 is highly preferred to ensure a smooth transition (Applied EPIC experience is also welcome).
• Capabilities: Strong knowledge of commercial quoting platforms, risk assessment, and solid communication skills.

Work Structure & Location

• Ramp-up Phase: A 4:1 hybrid schedule (4 days in-office, 1 day remote) for the first 4 to 6 months to ensure you are fully supported as you learn the agency's workflows.
• Long-Term Setup: Transitions to a highly flexible 3:2 hybrid schedule (3 days in-office, 2 days remote) once you are up and running.
• The Space: The team is moving into a brand-new office space in South Birmingham this September!

An Elite Benefits Package

• Health & Wellness: Comprehensive Medical, Dental, and Vision coverage FSA & HSA options.
• Work-Life Balance: Flexible PTO and 11 Paid Holidays.
• Future Security: 401(k) retirement plan, Life, and AD&D insurance.
• Family & Lifestyle: Commuter & Child Care FSA, Pet Insurance, and Employee Assistance Program (EAP).
• Supplemental Protection: Cancer Support Benefits, Accident & Critical Illness, and Hospital Indemnity.

Ready to take the next step in your insurance career with an agency that respects your time? Apply today for a confidential screening call!

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Commercial Insurance: 3 years (Required)
• AMS 360: 1 year (Preferred)

License/Certification:

• Property & Casualty License (Required)

Work Location: Hybrid remote in Birmingham, AL 35209

Benefits:

Salary : $60,000 - $70,000