Client Success Manager
$50k - $60kThe Affinities Group
Client Success Manager
Extra Mile Insurance Solutions is an independent agency serving Oklahoma with a wide range of preferred market carriers. We combine industry expertise, advanced systems, and a client-first mindset to deliver exceptional insurance solutions. Our team is committed to integrity, professionalism, and going the extra mile for the people and businesses we serve.
About the Role
We're seeking an experienced Account Manager who thrives on building strong client relationships and ensuring their needs are met with accuracy and care. This position is ideal for a licensed insurance professional who enjoys both the service and strategy sides of account management.
Key Responsibilities
- Serve as the primary contact for assigned personal and commercial lines accounts.
- Manage renewals from start to finish, identifying opportunities for improved coverage or cross-sales.
- Handle service and billing requests, including policy changes, endorsements, and third-party inquiries.
- Guide clients through the claims process and provide ongoing support.
- Partner with producers on submissions, certificates of insurance, and client onboarding.
- Maintain accurate, up-to-date records in our management system.
- Deliver a proactive, solutions-oriented approach to client service.
Professional Skills Desired
- 2+ years of account management or customer service experience in the insurance industry.
- Strong verbal and written communication skills.
- High attention to detail, organization, and follow-through.
- Ability to work collaboratively in a team-driven environment.
- Proficient in Microsoft Office (Excel, Word) and able to learn new systems quickly.
- Patient, respectful, trustworthy, friendly, articulate, honest, and ethical
Required
- Ideal candidate must currently hold a property & casualty license
- Job Type: Full-time
Benefits
- Competitive pay with commission opportunities.
- Paid time off.
- Tuition reimbursement.
- Supportive, growth-focused team culture.
License/Certification
- Active Oklahoma Insurance Producer Property & Casualty License
Job Type
Full-time, In-Office If you're looking for a role where you can combine relationship-building, technical expertise, and problem-solving to make a real impact for clients, we'd love to hear from you. Compensation: $50,000.00 - $60,000.00 per year
The Affinities GroupVacancy posted 1 day ago
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