We are a third-generation, family-owned company, passionate about helping families and businesses reach their goals and feel confident they are protected. We have an exceptional team that works collaboratively to provide the best guidance and ongoing support in the industry. We handle insurance-related matters by developing a comprehensive plan to assist with lifestyle changes, claims, and everything in between.
We believe in going the extra mile for our clients and treating them as if they were our own family. We are looking for someone with a customer-centric mindset to join our team.
Role Overview
As a Business Insurance Client Manager, you will serve as a key partner to Advisors, Carriers, and Clients by managing the ongoing service and support of a book of commercial insurance business. You’ll play a critical role in onboarding new clients, supporting renewals, managing the entirety of an account hitting on deliverables set forth, and ensuring a seamless client experience from start to finish.
This role requires strong organizational skills, attention to detail, pride in your work, and a genuine desire to help business owners navigate the often-complex world of business insurance. You’ll collaborate closely with internal teams while acting as a trusted point of contact for client service needs.
What YOU are good at
- Building strong, professional relationships with clients, carriers and internal team members
- Communicating clearly and confidently via phone, email, and written documentation
- Managing multiple priorities while staying organized and detail-oriented
- Taking ownership of client needs and resolving issues efficiently and empathetically
- Reviewing and processing policies against binders and proposals after placement
- Handling certificates of insurance, endorsements, audits, and other policy servicing tasks
- Reviewing insurance requirements and confidently ensure current policy language supports clients signed contracts, detailing where need for coverage is.
- Answering questions related to billing, coverage, and policy changes
- Escalating and triaging complex issues in collaboration with Advisors and Client Support teams
- Managing a small book of business, serviced through carrier service centers
- Sharing workload collaboratively across a service team and supporting team success
- Maintaining patience, positivity, and professionalism in a fast-paced environment
- Proficiency with Microsoft 365 tools and familiarity with agency systems (e.g., Epic)
What WE are good at
- Taking full ownership of our accounts, proactively managing client needs from start to finish with attention to detail and follow-through.
- Demonstrate strong knowledge of commercial insurance coverages and continuously seek to grow our expertise.
- Act in the best interest of clients at all times, providing thoughtful recommendations backed by sound reasoning.
- Comfortable initiating and navigating difficult conversations with professionalism and confidence.
- Go above and beyond to deliver exceptional service, consistently exceeding client expectations.
- Maintain a positive, solutions-oriented mindset and take pride in the quality of our work.
- Contribute to a culture of accountability and excellence by communicating openly, respectfully, and constructively with teammates.
The “Extras” we offer (besides pay!)
- 401(k) with company match
- Paid time off
- Health insurance coverage
- Paid sabbatical based on tenure
- Paid commission on your own policies
- Associate of the Year awards
- Professional appearance allowance when you are hired
- Dry cleaning service
- Wellness amenities
- Team meals and events
Equal Opportunity Employer
Cox Insurance provides employment opportunities to all employees and applicants without regard to race, color, national origin, religion, sexual orientation, gender identity or expression, age, disability, sex (including pregnancy), personal appearance, genetic information, economic background, political affiliation, marital status, familial status, family responsibilities, matriculation, place of residence or business, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.
To Apply
Send a resume and cover letter to Susan Cox, Talent Director at [email protected].
