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.