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:

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