Private Client Services Manager - Insurance & Client Care

Alabama Independent Insurance Agents, Inc.; Birmingham; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading insurance agency in Birmingham is seeking a Private Client Services Client Manager. The ideal candidate will be responsible for processing client documentation and assisting with coverage issues. Applicants should have extensive insurance experience, strong organizational skills, and excellent communication abilities. This role offers benefits such as medical insurance, a 401K plan, and professional development opportunities.

Benefits

Medical, dental and vision insurance

401K and company match program

Company-paid life and disability

Generous paid time off programs

Employee assistance program (EAP)

Volunteer paid time off (VTO)

Tuition reimbursement and professional development opportunities

Qualifications

• 4+ years of personal lines insurance experience.
• Must obtain Property & Casualty resident agents license within 90 days.
• Experience in managing client communications effectively.

Responsibilities

• Process evidence of property, binders, ID cards, invoicing, and endorsements.
• Maintain electronic files and manage account rounding.
• Assist clients with coverage issues and changes.

Skills

Customer service and relations

Organizational skills

Problem analysis

Excellent communication skills

Attention to detail

Education

High School, Associate Degree, Bachelors Degree

Tools

Microsoft Word

Excel

Outlook

Job description

A leading insurance agency in Birmingham is seeking a Private Client Services Client Manager. The ideal candidate will be responsible for processing client documentation and assisting with coverage issues. Applicants should have extensive insurance experience, strong organizational skills, and excellent communication abilities. This role offers benefits such as medical insurance, a 401K plan, and professional development opportunities.