Licensed Insurance Client Relationship Manager
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Overview
Job Description
You'll work with an exceptional client base, modern systems, and a team that values accountability, integrity, and long-term success - not just short-term wins. For the right professional, this role offers more than a job - it offers a career path with influence, advancement, and the opportunity to help shape the future of a top-performing, award-recognized agency known for service excellence and long-term client relationships.
This is not an entry-level role. We are seeking a polished, licensed insurance professional who enjoys working with business owners, professionals, and a strong mix of long-term and high-value clients in a positive, team-oriented, growth-focused environment.
Salary Range: $60000.00 - $70000.00 per year
BenefitsAnnual Base Salary + Commission+ Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Weekly Team Meetings
Daily Huddles
Team Building Events
Birthday and Loyalty Lunches
Monthly, Quarterly, and Annual Bonus Opportunites
Home - Work Life Balance
Paid Holidays
Collaborative Work Environment
Casual Fridays
Responsibilities
- Lead client policy reviews and coverage consultations
- Recommend solutions to protect personal and business assets
- Build upon our established, long-term, trust-based client relationships
- Colloborate with a high-performing, professional team
- Maintain accurate documentation and follow up standards
- Partner with agency leadership to help guide service strategy, team development, and long-tem client relationship standards
- 4+ years of insurance agency experience
- Hold a current Property & Casualty License and/or Life & Health License
- Carry executive presence and communicate confidently in person, by phone, and in writing
- Think like an owner - proactive, accountable, and detail-driven
- Are comfortable advising business owners, professionals, and established client relationships
- Tech-savvy, with experience using CRM/agency management systems and Microsoft Office
- Enjoy working in a positive, professional, and growth-focused culture
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
