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Licensed Client Manager

VirtualVocations

Supporting Agency Account Managers in day-to-day activities, the full-time Client Manager will assist with recruiting, onboarding new agents, and managing agency accounts remotely to drive sales success and growth in the independent agent channel. Key responsibilities Support the management of agency accounts, focusing on partner satisfaction, retention, and growth Build and maintain strong relationships with Account Managers while assisting with agency-related account management activities Assist in the recruitment and onboarding of new agency partners aligned with growth objectives Required qualifications 1+ years of experience working in an agency or with agency partners Active Property and Casualty license required Proficiency in Microsoft Excel/Google Sheets, PowerPoint/Google Slides, and CRM reporting tools Strong organizational skills with the ability to manage multiple priorities Knowledge of sales strategies, techniques, and best practices

Vacancy posted 15 days ago
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