Assistant Client Manager

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Job Summary

Seeking a highly motivated and detail-oriented

Job Description

Assistant Client Manager



Job Summary

Seeking a highly motivated and detail-oriented Assistant Client Manager to join a dynamic team. This role is integral to the operations, supporting the Client Managers and Producers in delivering exceptional service to the clients. The ideal candidate will have a strong background in client management, excellent organizational skills, and the ability to thrive in a fast-paced, collaborative environment. This is a hybrid position, requiring four days in the office and one day working from home.

Compensation Package

• Salary Range: $60,000 - $75,000 annually
• Bonus:
  Discretionary annual bonus ranging from 3% to 10% of base salary
• Benefits:
  Comprehensive benefits package (details to be provided)
• 401(k):
  Yes
• Work Schedule:
  
  Hybrid (4 days in-office, 1 day remote)

• Assist Client Managers in managing a high volume of accounts ranging from $50,000 to $500,000, including construction, equipment rentals, and golf courses.
• Support the account pre-renewal and post-bind processes.
• Conduct client outreach and ensure timely communication.
• Coordinate with support staff to gather necessary documentation, such as loss runs and endorsements.
• Collaborate with the team to ensure seamless client service and satisfaction.
• Contribute to the overall efficiency of the team by managing administrative tasks and supporting client-related activities.

• Minimum of 3 years of experience in a similar role, preferably in an independent or retail brokerage environment.
• Strong organizational and multitasking skills, with the ability to manage a high volume of clients (up to 150 accounts).
• Proficiency in client management software (experience with Sagitta is a plus but not required).
• Excellent communication and interpersonal skills, with a client-focused mindset.
• Ability to thrive in a fast-paced, collaborative environment.
• A proactive and detail-oriented approach to work, with a commitment to delivering high-quality service.

• Seniority level
  
  Mid-Senior level

• Employment type
  
  Full-time

• Job function
  
  Sales, Business Development, and Finance
• Industries Banking, Financial Services, and Insurance

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