Assistant Client Manager

Position Overview

The Assistant Client Manager position is responsible for proactively managing the overall workflow for the accounts assigned to them. Assistant Client Managers handle all lines of commercial insurance for their accounts and serve as the main contact for the clients with the support of producers and fellow colleagues.

Principal Duties and Responsibilities

• Serve as primary point of contact for clients’ day-to-day needs.

• Assist in client meetings and presentations as needed.

• Manage renewal processes, including preparing and reviewing renewal forms, obtaining loss runs, and coordinating meetings with clients and underwriters.

• Ensure timely and accurate renewal submissions and communications.

• Oversee the preparation and review of marketing materials, proposals, and quotes.

• Ensure proposals are complete, accurate, and ready for presentation.

• Participate in design review and quote review meetings.

• Bind workflows, process endorsements, cancellations, and audits.

• Issue Certificates of Insurance and manage invoicing procedures.

• Update policy information in agency systems post-binding.

• Act as the main contact for clients, addressing questions, providing guidance on coverage, and processing policy changes.

• Oversee audits, endorsements, and policy documentation, ensuring compliance and accuracy.

• Support new business efforts after initial qualification, including completing BOR templates, submitting client data, and participating in marketing and proposal activities.

• Coordinate risk services, review contracts for compliance, and assist with audits and lease reviews.

• Maintain thorough documentation of communications, meetings, and policy changes in agency management systems, ensuring compliance with regulations.

• Other duties as assigned.

Knowledge, Skills and Abilities

Required:

• High School Diploma or GED

• 2+ years commercial insurance experience

• Ability to obtain Arizona Property/Casualty license upon hire

• Ability to effectively communicate, both written and verbally, to internal and external parties

• Excellent time management, organizational and multi-tasking skills with high attention to detail

• Ability to build and maintain effective relationships with clients, vendors and peers

• Ability to work independently and in cross-functional teams

• Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)

Preferred:

• Some college or technical training in related discipline

• Previous EPIC experience