Farmers Insurance Licensed Client Experience Manager

Job Description Client Experience Manager Farmers Insurance-Chris Castanza Agency | Service and Retention Team Position Overview As part of our Service & Retention Team, you will serve on the front line of customer service within our growing insurance agency and oversee daily operations. As part of our Inside Sales Team, you will build and maintain strong relationships with current, future, and past clients while helping ensure their insurance needs are fully protected. This role is focused on client retention, policy reviews, onboarding, relationship management, and identifying opportunities to improve coverage through cross-selling and account development. You will play a critical role in helping clients understand the value of partnering with our agency while supporting our mission to provide exceptional service and industry-leading retention. We pride ourselves on being a one-stop shop for insurance solutions, offering Home, Auto, Life, Health, and Specialty insurance products to meet every stage of our clients’ lives. Benefits Paid Time Off (PTO) Health Insurance Mon-Fri Schedule Hands on Training Retirement Plan Career Growth Opportunities Work from Home Paid Holidays Responsibilities Key Responsibilities Client Relationship Management Build and maintain long-term relationships with current, future, and past clients Reach out to clients regarding policy renewals, updates, corrections, and coverage reviews Handle inbound and outbound client communications with professionalism and urgency Assist clients with claims support, documentation requests, billing concerns, and policy changes Deliver a high-level client experience that strengthens loyalty and retention Policy Reviews & Coverage Solutions Review existing client policies to identify gaps in coverage and recommend solutions Cross-sell and upsell additional insurance products based on client needs Shop policies across carriers to ensure clients receive the best possible coverage and value Support agency retention goals by proactively managing accounts and strengthening relationships New Client Onboarding Onboard new clients from our Outside Sales and Commercial Teams Review policies and documents to ensure smooth transitions into the agency Educate clients on agency services and the advantages of being part of our agency family Ensure every onboarding experience is seamless, organized, and welcoming Business Development & Retention Reach out to referral opportunities, online quote requests, and former clients Re-engage past customers and work to win back lost business Help generate growth through relationship-based sales and service opportunities Support the agency’s mission to maintain 90%+ retention levels Requirements A Day in the Life As a Client Experience Manager, you are the backbone of an agency managing a $15M+ book of business. Each day includes reviewing client policies, taking inbound calls, and proactively reaching out to clients to help resolve or enhance their insurance needs. Responsibilities may include: Adding or updating coverages Assisting with claims processes Sending policy documents Shopping policies with different carriers Conducting policy reviews Identifying opportunities for additional protection You will also play a key role in onboarding new clients from our sales teams, ensuring their transition into our agency is smooth and stress-free. Through onboarding, account reviews, referrals, online quote requests, and outreach to current and former customers, you will help uncover new opportunities while strengthening existing relationships. This position directly supports our mission to become not only the best insurance agency in the Kansas City area, but one of the best in the country. Qualifications Strong communication and relationship-building skills Ability to multitask and manage a high volume of client interactions Detail-oriented with strong organizational skills Self-motivated with a desire to grow within a fast-paced environment Licensed insurance experience is required Why Join Us? Be part of a rapidly expanding agency with significant growth opportunities Join a supportive and energetic team culture Opportunity to grow within a high-performing insurance organization Help make a meaningful impact on clients’ lives every day Get in on the ground floor of an agency growing by the day Benefits: Competitive salary plus performance incentives- Base salary of $36,000 with a 6% commission on premiums Health insurance contribution plan Paid time off and 5.5 holidays Retirement plan options Licensing and professional development support Positive and collaborative team culture Work Environment The role involves regular interaction with clients, insurance carriers, and internal team members in a professional remote setting This is a remote position open to candidates nationwide, excluding CA, WA, NH, CT, ME, MA, RI, NY, NJ, VT, and OR due to state-specific tax and regulatory requirements. #J-18808-Ljbffr Farmers Insurance - Chris Castanza Agency