Are you tired of being bogged down by hundreds of tiny, high-headache micro-policies? Do you want the elite benefits and resources of a massive national broker, but miss the collaborative, flexible vibe of a local team?
We are recruiting for a premier commercial insurance agency in Birmingham that gives you the "best of both worlds." Roughly 70% of their business is commercial, meaning management understands your world and fully supports your growth. Even better: they actively offload small premium accounts to Virtual Assistants (VAs) so you can focus on quality account management, not endless data entry.
The Portfolio & The Position
As a Client Manager II, you will fully own and service a clean, high-performing mid-tier portfolio of established "Main Street" businesses (lessors risk property, construction, retail, and miscellaneous professional services).
- Account Sweet Spot: Premium sizes ranging from $10,000 to $100,000.
- Core Focus: Manage the commercial renewal process from start to finish.
- No Micro-Management: Meet monthly with leadership to align on goals and upcoming renewals, then drive the process forward.
- Carrier Execution: Coordinate seamlessly with underwriters and market renewals across multiple carrier websites.
- Leverage Support: Direct and utilize dedicated Virtual Assistants to handle repetitive tasks like certificates, endorsements, and audits.
- System Management: Maintain accurate client records utilizing AMS360.
What We Are Looking For
This is an exceptional opportunity for a sharp, driven assistant manager ready to step up and fully manage their own book, or an established manager looking for a better quality of life.
- Licensing: Active Property & Casualty (P&C) Insurance License is required.
- Experience: 3 to 5 years of commercial lines experience.
- Tech Skills: Experience with AMS360 is highly preferred to ensure a smooth transition (Applied EPIC experience is also welcome).
- Capabilities: Strong knowledge of commercial quoting platforms, risk assessment, and solid communication skills.
Work Structure & Location
- Ramp-up Phase: A 4:1 hybrid schedule (4 days in-office, 1 day remote) for the first 4 to 6 months to ensure you are fully supported as you learn the agency's workflows.
- Long-Term Setup: Transitions to a highly flexible 3:2 hybrid schedule (3 days in-office, 2 days remote) once you are up and running.
- The Space: The team is moving into a brand-new office space in South Birmingham this September!
An Elite Benefits Package
- Health & Wellness: Comprehensive Medical, Dental, and Vision coverage + FSA & HSA options.
- Work-Life Balance: Flexible PTO and 11 Paid Holidays.
- Future Security: 401(k) retirement plan, Life, and AD&D insurance.
- Family & Lifestyle: Commuter & Child Care FSA, Pet Insurance, and Employee Assistance Program (EAP).
- Supplemental Protection: Cancer Support Benefits, Accident & Critical Illness, and Hospital Indemnity.
Ready to take the next step in your insurance career with an agency that respects your time? Apply today for a confidential screening call!
Pay: $60,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Commercial Insurance: 3 years (Required)
- AMS 360: 1 year (Preferred)
License/Certification:
- Property & Casualty License (Required)
Work Location: Hybrid remote in Birmingham, AL 35209
