Job Summary

Seeking a highly motivated and detail-oriented Assistant Client Manager to join a dynamic team. This role is integral to the operations, supporting the Client Managers and Producers in delivering exceptional service to the clients. The ideal candidate will have a strong background in client management, excellent organizational skills, and the ability to thrive in a fast-paced, collaborative environment. This is a hybrid position, requiring four days in the office and one day working from home.

Compensation Package

Salary Range: $60,000 - $75,000 annually
Bonus: Discretionary annual bonus ranging from 3% to 10% of base salary
Benefits: Comprehensive benefits package (details to be provided)
401(k): Yes
Work Schedule: Hybrid (4 days in-office, 1 day remote)

Responsibilities

Assist Client Managers in managing a high volume of accounts ranging from $50,000 to $500,000, including construction, equipment rentals, and golf courses.
Support the account pre-renewal and post-bind processes.
Conduct client outreach and ensure timely communication.
Coordinate with support staff to gather necessary documentation, such as loss runs and endorsements.
Collaborate with the team to ensure seamless client service and satisfaction.
Contribute to the overall efficiency of the team by managing administrative tasks and supporting client-related activities.

Qualifications/Requirements

Minimum of 3 years of experience in a similar role, preferably in an independent or retail brokerage environment.
Strong organizational and multitasking skills, with the ability to manage a high volume of clients (up to 150 accounts).
Proficiency in client management software (experience with Sagitta is a plus but not required).
Excellent communication and interpersonal skills, with a client-focused mindset.
Ability to thrive in a fast-paced, collaborative environment.
A proactive and detail-oriented approach to work, with a commitment to delivering high-quality service.

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