Farm & Ranch Client Manager - Insurance Agency Customer Service

Job Description

Job Description

JOB SUMMARY

At INSight Partners, our Client Managers are the cornerstone of our client relationships. This role is ideal for a highly organized, proactive professional who thrives in a fast-paced environment and enjoys building long-lasting partnerships with clients, carriers, and vendors. As a Client Manager, you’ll manage a portfolio of clients, ensuring high-quality service, strategic insights, and seamless execution of all policy-related tasks.

JOB RESPONSIBILITIES

Client Relationship Expert: Cultivate strong and enduring relationships with your clients, key vendors, and carriers. Serve as the primary point of contact, delivering exceptional service and support.

Timely and Effective Communicator: Respond promptly and professionally to inquiries from clients, insurance carriers, risk advisors, and supervisors.

Knowledge Navigator: Stay informed about carrier products, underwriting guidelines, and legislative updates to provide accurate, insightful recommendations to clients.

Analytical Insight: Review and analyze client exposures to develop strategic renewal or new business specifications.

Master Negotiator: Prepare and evaluate quotes for competitiveness and accuracy. Negotiate terms when appropriate.

Presentation Prodigy: Collaborate with risk advisors to prepare and present compelling proposals to clients.

Efficiency Engineer: Ensure accurate invoicing and premium financing while meeting all deadlines.

Detail-Oriented Dynamo: Coordinate with Account Manager to process policies, endorsements, audit documents, and client requests with precision and care.

Organization Champion: Maintain accurate records, including schedules, summaries, and renewal tracking for your book of business.

Flexible Contributor: Step in where needed—supporting special projects, process improvements, or anything else that helps the team and clients thrive.

SKILLS AND STRENGTHS

• Excellent verbal and written communication skills
• Quick learner with strong analytical and critical thinking skills
• Empathetic and attentive listener with a positive, team-first mindset
• Highly organized with strong time management and prioritization abilities
• Comfortable with technology, including agency management systems (APPLIED EPIC) and basic math
• Committed to integrity, confidentiality, and delivering service excellence

Licensing Requirement:

This role requires an active Property & Casualty Insurance License. Candidates who do not currently hold a license must be willing to obtain one within the first three months of employment, with company support.