Job Description:

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Salary: $60,000

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Position Summary: 

 

A Client Relationship Manager is responsible for maintaining and strengthening relationships with clients by delivering responsive service, managing policy changes, and ensuring accounts remain properly protected. This role focuses on reviewing coverage needs, coordinating with carriers and third party companies, and supporting the overall client experience from onboarding to renewal. The ideal candidate is detail oriented, highly organized, and committed to providing exceptional service that supports client retention and long term agency growth.

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About W Insurance Group

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We are W Insurance Group, we write insurance for strangers who want quality coverage and we are growing by the day. Our mission is to transform the insurance experience through writing quality coverage and providing exceptional service. It is our priority to see every team member reach their personal, professional, and financial goals through the work we do together. Our culture has been described to be a high-performance, growth-driven team committed to excellence in both client service and professional development. We operate with accountability, transparent communication, and an ownership mindset, challenging each other to continuously improve while delivering exceptional value to our clients. Our core values are the backbone of our business and guide our hiring process: we live through Customer Excellence, The Extra Mile, Willful Transparency, Creative Initiative, Collaborative Thinking, Active Competitiveness, Detached Ownership, and Progressive Feedback.

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Objectives: 

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• Maintain strong relationships with clients by providing timely, professional, and accurate service. 

• Respond quickly to client inquiries, billing, and policy information. 

• Conduct proactive renewal reviews to evaluate pricing, coverage, and account changes prior to policy expiration.

• Communicate renewal changes, coverage recommendations, and remarketing options clearly and confidently to support client retention and long-term account stability.

• Identify at-risk accounts and take proactive steps to retain business through relationship management, coverage education, and solution-focused communication.

• Review policies to identify potential coverage gaps and recommend appropriate adjustments.

• Process policy changes, endorsements, and coverage updates in accordance with carrier guidelines.

• Proactively identify cross-sell and account rounding opportunities.

• Monitor policy expiration dates and assist with renewal preparation processing.  

• Assist producers in servicing accounts and supporting new business onboarding. 

• Work closely with the sales team to ensure smooth and consistent onboarding. 

• Coordinate with carriers to obtain quotes, policy documents, and underwriting information. 

• Document all client interactions and policy changes accurately in the agency management system.  

• Collaborate with internal team members to ensure a consistent and high-quality client experience. 

• Stay informed on carrier products, coverage options, and industry updates.

• Maintain compliance with agency procedures, licensing requirements, and insurance regulations.

• Perform other related duties as assigned.

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Competencies: 

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• Proficient in setting clear expectations with clients through proactive communication, timely follow-up, and transparency around timelines, processes, and outcomes. 

• Able to build and maintain strong client relationships through trust, consistency, responsiveness, and high level of service.

• Proficient in clear, confident, and professional communication across phone, email, and in-person interactions, with the ability to simplify complex insurance information. 

• Proficient in organizing and prioritizing tasks effectively while managing multiple accounts, deadlines, and service requests in a fast-paced environment.

• Understands the importance of collaboration and is able to work effectively with internal team members to ensure a consistent high-quality client experience. 

• Demonstrates strong goal orientation by consistently working toward retention, service, and account growth objectives while maintaining agency standards. 

• Proficient in managing time efficiently and prioritizing high impact tasks to ensure timely completion of client requests, renewals, and follow-up activities. 

• Able to adapt to changing needs, carrier requirements, feedback and business priorities while maintaining a positive and solution-oriented mindset. 

• Demonstrates professionalism in appearance, communication, and conduct while consistently representing the agency at a high standard.  

• Acts with integrity by being honest, transparent, accountable, and client-focused in all interactions and decision-making. 

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Education and experience: 

 

• One year sales experience required

• High school diploma or GED

• Valid driver's license and clean driving record with reliable transportation

 

Physical requirements:

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• Prompt and efficient task management

• Work in an open concept office that can get loud at times

• Ability to spend prolonged periods of time sitting at a desk

• Ability to spend prolonged periods of time at a computer

 

Benefits:

 

• Salary + bonus opportunities

• Health insurance

• Health savings account

• Life insurance

• Paid time off

• Growth opportunities

• Mentorship opportunities

 

Job Type: Full-time

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Work Location: In person