Client Service Manager

WithCoverage

$100K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of commercial insurance experience required (preferably in an Account Management role)
  • Property & Casualty broker's license strongly preferred, or to be obtained within 120 days of start date
  • High school diploma or equivalent required
  • Associates degree preferred
  • Experience supporting complex clients is preferred

Responsibilities

  • Maintain effective and positive relationships with clients in a client-facing capacity.
  • Facilitate timely information flow between clients and Risk Advisors.
  • Handle client open items lists and respond to ad-hoc requests.
  • Gather and analyze data, drafting stewardship reports and compelling presentations.
  • Support and monitor the renewal process, engaging with account team members.
  • Serve as the client liaison for coverage inquiries, policy transmittals, and other client matters.
  • Monitor invoice generation, fee agreements, and resolve associated issues.

Benefits

  • Competitive compensation that includes equity
  • Comprehensive benefit plans for medical, dental, vision, life, and disability
  • Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
  • Human Interest: 401(k) provider
  • Flexible time off, sick leave, family and medical leave, major national holidays
  • Curated in-office employee experience fostering community and innovation
  • Collaborative, transparent, and fun culture
Full Job Description
Client Service Manager

Location: Remote in St. Louis, MO

About The Role:

Partner with Risk Advisors on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, and run point on each client's renewal cycle, ensuring a positive and productive client experience.

What You'll Do:
  • Maintains effective and positive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity.
  • Facilitates the timely and accurate flow of information between clients, and Risk team members, keeping all parties informed.
  • Handles client open items lists and responds to client ad-hoc requests.
  • Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.
  • Actively supports and monitors the renewal process, engaging with account team members as necessary. May draft quote comparisons and is responsible for saving down binders, policies, and endorsements.
  • Receives and handles routine and sophisticated coverage inquiries.
  • Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker's Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
  • Monitors and follows-up on invoice generation, fee agreements, receivables, and collections. Addresses and resolves problems.
  • Ensures tools are understood and used. Performs related duties as assigned.

Who You Are:
  • 2+ years of commercial insurance experience required (preferably in an Account Management role)
  • Property & Casualty broker's license strongly preferred, or to be obtained within 120 days of start date
  • High school diploma or equivalent required
  • Associates degree preferred
  • Experience supporting complex clients is preferred

For candidates based in the United States, the expected total compensation for this position at the start of employment is $100,000 - $140,000/year. Actual compensation will be determined based on factors such as market location, job-related skills, experience, and qualifications. This role is eligible for additional variable compensation, including quota-based incentives where applicable. WithCoverage offers a comprehensive Total Rewards package for full-time employees, which includes equity grants and a robust suite of benefits.

What We Offer:
  • Competitive compensation that includes equity
  • Comprehensive benefit plans for medical, dental, vision, life, and disability
  • Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
  • Human Interest: 401(k) provider
  • Time Off: Flexible time off, sick leave, family and medical leave, major national holidays
  • A curated in-office employee experience, designed to foster community, team connections, and innovation
  • Collaborative, transparent, and fun culture

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