Client Manager

At INSight, 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.

• 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.

• 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