Job Overview

Highstreet Insurance and Financial Services is hiring a Client Manager to provide high-level service and long-term account support for our personal lines clients. This role is 99% service-focused, with expectations for strategic cross-selling and upselling when appropriate.

The Client Manager is responsible for managing an assigned book of business, making smart coverage recommendations, identifying opportunities to strengthen accounts, and ensuring clients receive a consistent, professional experience.

Salary Range: $40,000.00 - $50,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Tuition Reimbursement

Requirements

Prior insurance agency service experience strongly preferred

Strong understanding of personal lines coverages (Auto/Home/Umbrella)

Excellent written and verbal communication skills

High attention to detail and comfort managing multiple moving parts daily

Ability to make sound, independent decisions using agency guidelines and best practices

Comfortable recommending coverage improvements and having client-facing conversations

Strong follow-through, time management, and ownership mindset

Must speak and write Spanish fluently

Active P&C license (or ability to obtain quickly)

Responsibilities

Manage and service an assigned book of business with a high level of accuracy, organization, and responsiveness

Handle policy changes, coverage questions, renewals, re-shops, billing support, and policy reviews

Review accounts for coverage gaps and make thoughtful recommendations to improve protection

Cross-sell and upsell additional lines of coverage when it benefits the client (umbrella, renters, scheduled items, etc.)

Educate clients on coverage options in a clear, confident, and professional way

Maintain strong documentation and activity logs in the agency management system

Coordinate with carriers and underwriting on endorsements, renewals, and exceptions

Resolve service issues and ensure follow-through through completion

Support agency retention strategies and proactively reduce preventable cancellations

About Us

Highstreet Insurance and Financial Services is a growing agency built on high standards, strong processes, and genuine care for our clients. We support both personal insurance and financial services, and we’re committed to creating a workplace where people are respected, trained well, and empowered to do good work.

Why Join Us

Highstreet offers a stable environment, training, and room to grow. If you bring a strong work ethic and attention to detail, we’ll give you the tools and support to build a long-term career in insurance and financial services. We value team members who take ownership, communicate clearly, and care about doing things correctly.

Highstreet Insurance & Financial Services

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