Assistant Client Manager

Koppinger & Associates, Inc.

Job Description

Looking for more than just another insurance job?

At Koppinger & Associates, we help businesses grow, protect what they've built, and gain a competitive edge. We're a privately owned independent agency that believes great client experiences start with great people.

We're looking for an Assistant Client Manager who is organized, detail-oriented, and eager to learn. This role is ideal for someone with independent insurance agency experience, possibly you would like to move from personal lines to commercial lines and are interested in building a long-term career in commercial insurance. Our experienced team will provide mentorship, training, and professional development to help you grow.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Health Savings Account

FSA and DCRA

Paid Holidays

Responsibilities

What You'll Do

Support Client Managers in servicing commercial insurance accounts
Build strong relationships with clients and carrier partners
Assist with policy changes, renewals, certificates, and account documentation
Follow established processes to ensure a consistent, high-quality client experience
Learn commercial insurance concepts and develop toward a Client Manager role

Requirements

What We're Looking For

Property & Casualty License required.
Life and Health License preferred.
Independent Insurance agency experience preferred
3+ years Insurance customer service experience required, bookkeeping or account reconciliation experience a plus.
Strong organizational and communication skills
Comfortable using technology and working across multiple systems
Detail-oriented with a commitment to accuracy
Positive attitude, team mindset, and desire to learn

Apply

Vacancy posted 19 days ago

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