Client Manager, Personal Insurance (copy)

Job Description

Job Description

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)