Client Manager / Advisor
About The Position
Cox Insurance is a third-generation, family-owned company dedicated to helping families and businesses achieve their goals and feel protected. They have an exceptional team that collaborates to provide industry-leading guidance and support, handling insurance-related matters by developing comprehensive plans for lifestyle changes, claims, and everything in between. The company believes in going the extra mile for clients, treating them as if they were family, and is looking for someone with a customer-centric mindset. As a Business Insurance Client Manager, this role serves as a key partner to advisors, carriers, and clients by managing the ongoing service and support of a book of commercial insurance business. The position plays a critical role in onboarding new clients, supporting renewals, managing accounts to meet deliverables, and ensuring a seamless client experience from start to finish. This role requires strong organizational skills, attention to detail, pride in work, and a genuine desire to help business owners navigate the often-complex world of business insurance. The Client Manager will collaborate closely with internal teams while acting as a trusted point of contact for client service needs.
Requirements
- Strong organizational skills
- Attention to detail
- Pride in your work
- Genuine desire to help business owners navigate the often-complex world of business insurance
- Maintaining patience, positivity, and professionalism in a fast-paced environment
- Proficiency with Microsoft 365 tools
- Familiarity with agency systems (e.g., Epic)
Responsibilities
- Serve as a key partner to Advisors, Carriers, and Clients by managing the ongoing service and support of a book of commercial insurance business
- Play a critical role in onboarding new clients
- Support renewals
- Manage the entirety of an account hitting on deliverables set forth
- Ensure a seamless client experience from start to finish
- Build strong, professional relationships with clients, carriers and internal team members
- Communicate clearly and confidently via phone, email, and written documentation
- Manage multiple priorities
- Take ownership of client needs and resolve issues efficiently and empathetically
- Review and process policies against binders and proposals after placement
- Handle certificates of insurance, endorsements, audits, and other policy servicing tasks
- Review insurance requirements and confidently ensure current policy language supports clients signed contracts, detailing where need for coverage is
- Answer questions related to billing, coverage, and policy changes
- Escalate and triage complex issues in collaboration with Advisors and Client Support teams
- Manage a small book of business, serviced through carrier service centers
- Share workload collaboratively across a service team and supporting team success
Benefits
- 401(k) with company match
- Paid time off
- Health insurance coverage
- Paid sabbatical based on tenure
- Paid commission on your own policies
- Associate of the Year awards
- Dry cleaning service
- Wellness amenities
- Team meals and events
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
