*Please use the following link to apply*
https://platform.totalcsr.com/apply/070j5j0z1ZZq7wnDzNdM
FARM & RANCH CLIENT MANAGER
JOB SUMMARY
At INSight Partners, our Client Managers are the cornerstone of our client relationships. This role is ideal for a highly organized, proactive professional who thrives in a fast-paced environment and enjoys building long-lasting partnerships with clients, carriers, and vendors. As a Client Manager, you’ll manage a portfolio of clients, ensuring high-quality service, strategic insights, and seamless execution of all policy-related tasks.
JOB RESPONSIBILITIES
Client Relationship Expert: Cultivate strong and enduring relationships with your clients, key vendors, and carriers. Serve as the primary point of contact, delivering exceptional service and support.
Timely and Effective Communicator: Respond promptly and professionally to inquiries from clients, insurance carriers, risk advisors, and supervisors.
Knowledge Navigator: Stay informed about carrier products, underwriting guidelines, and legislative updates to provide accurate, insightful recommendations to clients.
Analytical Insight: Review and analyze client exposures to develop strategic renewal or new business specifications.
Master Negotiator: Prepare and evaluate quotes for competitiveness and accuracy. Negotiate terms when appropriate.
Presentation Prodigy: Collaborate with risk advisors to prepare and present compelling proposals to clients.
Efficiency Engineer: Ensure accurate invoicing and premium financing while meeting all deadlines.
Detail-Oriented Dynamo: Coordinate with Account Manager to process policies, endorsements, audit documents, and client requests with precision and care.
Organization Champion: Maintain accurate records, including schedules, summaries, and renewal tracking for your book of business.
Flexible Contributor: Step in where needed—supporting special projects, process improvements, or anything else that helps the team and clients thrive.
SKILLS AND STRENGTHS
- Excellent verbal and written communication skills
- Quick learner with strong analytical and critical thinking skills
- Empathetic and attentive listener with a positive, team-first mindset
- Highly organized with strong time management and prioritization abilities
- Comfortable with technology, including agency management systems (APPLIED EPIC) and basic math
- Committed to integrity, confidentiality, and delivering service excellence
Licensing Requirement:
This role requires an active Property & Casualty Insurance License. Candidates who do not currently hold a license must be willing to obtain one within the first three months of employment, with company support.
Job Type: Full-time
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Shift:
Work Location: In person
