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Job Title: Client Manager
Job Function: Client Services
Department: Commercial Property & Casualty
Position Type: Full-Time
Location: Phoenix, AZ

Job Description

Position Overview

The Client Manager is responsible for proactively managing the overall workflow for the book of business assigned to them and providing timely and professional day-to-day client service.  Client Managers handle all lines of commercial insurance for their accounts and serve as the main contact for the clients.

Principal Duties and Responsibilities

  • Main point of contact for the client – addresses questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates clients on exclusions and exposures, resolve accounting discrepancies, communicate effectively with internal/external clients, provide exceptional customer service to internal/external clients.
  • Initiates relationships with and communicates with client decision makers and personnel to effectively resolve client concerns independently from Producer.
  • Maintain contact and collaborate with internal personnel (Producers, Partners, Marketing, Claims, Risk/Safety, Accounting) and external parties (Clients and Insurance Companies).
  • Plan, prioritize, and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met.
  • Coordinate the new/renewal marketing strategy for assigned clients where applicable.
  • Provide necessary information to marketing via submission specifications within required timelines including preparation and maintenance of client files.
  • Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business.
  • Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy review and timely delivery.
  • Monthly Accounts Receivable review/collection.
  • Conduct all business in accordance with established policies and procedures.
  • May attend client meetings on or off site on occasion.
  • Other duties as assigned.

Job Requirements


Knowledge, Skills and Abilities

  • High School Diploma or GED
  • 5+ years proven insurance industry experience related to servicing middle-market to large accounts
  • Construction experience preferred but commercial experience required
  • Property and Casualty license
  • Knowledge of Insurance and/or Brokerage business
  • Strong technical knowledge of product area or industry
  • Strong communication and customer service skills through email and telephone
  • Ability to provide consultation and expert advice to management on risk management issues either directly or by seeking out internal or carrier resources


  • Some college or technical training in related discipline
  • CIC, CPCU, CRM, ARM designations
  • Previous AMS360 experience a plus

Working Environment


  • Work is performed indoors in a climate controlled environment
  • General technology as it relates to office administration
  • Regular business hours with additional hours required during certain periods