WithCoverage logo
WithCoverage

The Risk Management Solution for Ambitious Businesses

Client Service Manager

Location

United States

Posted

2 days ago

Salary

$100K - $140K / year

Seniority

Mid Level

High School2 yrs expEnglish

Job Description

Client Service Manager

WithCoverage

• Partner with Risk Advisors on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, and run point on each client’s renewal cycle, ensuring a positive and productive client experience. • Maintains effective and positive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity. • Facilitates the timely and accurate flow of information between clients, and Risk team members, keeping all parties informed. • Handles client open items lists and responds to client ad-hoc requests. • Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation. • Actively supports and monitors the renewal process, engaging with account team members as necessary. May draft quote comparisons and is responsible for saving down binders, policies, and endorsements. • Receives and handles routine and sophisticated coverage inquiries. • Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker’s Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals. • Monitors and follows-up on invoice generation, fee agreements, receivables, and collections. Addresses and resolves problems. • Ensures tools are understood and used. Performs related duties as assigned.

Job Requirements

  • 2+ years of commercial insurance experience required (preferably in an Account Management role)
  • Property & Casualty broker’s license strongly preferred, or to be obtained within 120 days of start date
  • High school diploma or equivalent required
  • Associates degree preferred
  • Experience supporting complex clients is preferred

Benefits

  • Competitive compensation that includes equity
  • Comprehensive benefit plans for medical, dental, vision, life, and disability
  • Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
  • Human Interest: 401(k) provider
  • Time Off: Flexible time off, sick leave, family and medical leave, major national holidays
  • A curated in-office employee experience, designed to foster community, team connections, and innovation
  • Collaborative, transparent, and fun culture

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