Client Manager, Agency Distribution

Obie

7h•$55,000 - $85,000

About The Position

As a Client Manager at Obie, you are responsible for supporting Agency Account Managers in day-to-day activities, including but not limited to recruiting and onboarding new agents, national appointments, and account management. This position helps enable sales success by assisting account managers with sales plans, analyzing data and identifying growth and engagement opportunities. You will also play a crucial role in recruiting and onboarding support with new partners to help fuel Obie’s growth in the independent agent channel!

Requirements

1+ years of experience working in an agency or with agency partners. Previous experience working with agency partners, brokerages, or agency networks is desirable
Strong organizational skills with attention to detail
Ability to manage multiple priorities
Proactive problem-solving and ownership mentality
Knowledge of sales strategies, techniques, and best practices
Strong oral and written communication skills
Passion for early-stage startups and/or high growth environments
Able to deal well with ambiguity and maintain composure in complex situations
Proficiency in Microsoft Excel/Google Sheets, Power Point/Google Slides and CRM reporting tools
Commitment to continuous learning and professional development
Active Property and Casualty license required

Responsibilities

Support the management of agency accounts, assisting account managers with partner satisfaction, retention and growth
Build and maintain strong relationships with Account Managers and support account management activities pertaining to agency-related matters
Maintain up-to-date knowledge of Obie’s products, services and underwriting guidelines
Support recruitment of new agency partners that align with Obie’s target market and growth objectives
Support the intake process for new agencies, ensuring they have everything they need to write business with Obie