Client Manager, Personal Insurance

Client Manager, Personal Insurance Highstreet Insurance and Financial Services Raleigh, NC Job Details Full-time $45,000 - $55,000 a year 1 day ago Benefits Disability insurance Health insurance Dental insurance Tuition reimbursement Vision insurance Opportunities for advancement Life insurance Retirement plan Qualifications Managing customer accounts Homeowners insurance knowledge Upselling Mid-level Client relationship development Property & Casualty License Cross-selling Decision making Insurance sales Auto insurance knowledge Account management Communication skills Time management Full Job Description Job Overview Highstreet Insurance and Financial Services is hiring a Client Manager to provide high-level service and long-term account support for our personal lines clients. This role is 99% service-focused, with expectations for strategic cross-selling and upselling when appropriate. The Client Manager is responsible for managing an assigned book of business, making smart coverage recommendations, identifying opportunities to strengthen accounts, and ensuring clients receive a consistent, professional experience.

Salary Range:

$45,000.00 - $55,000.00 per year Benefits Annual Base Salary + Bonus Opportunities Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance Mon-Fri Schedule Career Growth Opportunities Retirement Plan Tuition Reimbursement Requirements Prior insurance agency service experience strongly preferred Strong understanding of personal lines coverages (Auto/Home/Umbrella) Excellent written and verbal communication skills High attention to detail and comfort managing multiple moving parts daily Ability to make sound, independent decisions using agency guidelines and best practices Comfortable recommending coverage improvements and having client-facing conversations Strong follow-through, time management, and ownership mindset Active P&C license (or ability to obtain quickly) Responsibilities Manage and service an assigned book of business with a high level of accuracy, organization, and responsiveness Handle policy changes, coverage questions, renewals, re-shops, billing support, and policy reviews Review accounts for coverage gaps and make thoughtful recommendations to improve protection Cross-sell and upsell additional lines of coverage when it benefits the client (umbrella, renters, scheduled items, etc.) Educate clients on coverage options in a clear, confident, and professional way Maintain strong documentation and activity logs in the agency management system Coordinate with carriers and underwriting on endorsements, renewals, and exceptions Resolve service issues and ensure follow-through through completion Support agency retention strategies and proactively reduce preventable cancellations About Us Highstreet Insurance and Financial Services is a growing agency built on high standards, strong processes, and genuine care for our clients. We support both personal insurance and financial services, and we're committed to creating a workplace where people are respected, trained well, and empowered to do good work.