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CL Client Manager

CL Client Manager

Sunstar Insurance Group LLCChesterfield, MO, US
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Job Description

Job Description

Key Responsibilities

Client Service & Relationship Management

  • Provide exceptional service to clients by assisting with policy changes, claims, certificates of liability, and general inquiries.
  • Build and maintain strong relationships with key clients through responsiveness and professionalism.
  • Attend client meetings with Client Manager and / or Producers as needed.

Policy & Coverage Management

  • Review contracts and analyze coverage to ensure clients are adequately protected.
  • Recommend additional coverages and coordinate with other departments to offer solutions not currently provided by the agency.
  • Verify accuracy and compliance of policies received from carriers and deliver them per Client Manager instructions.

    • Renewal & Marketing

  • Participate in monthly marketing meetings 90–120 days prior to policy expiration.
  • Review renewal exposures, identify changes, and collaborate with the Client Manager.
  • Prepare and submit applications to carriers, compare quotes, and create marketing spreadsheets for review.

    • Administrative & System Management

  • Manage and file customer documents in the agency management system.
  • Maintain accurate records and ensure timely completion of all tasks in accordance with the Commercial timeline.
  • Work independently to manage workload and meet deadlines.

    • Team Collaboration & Development

  • Share knowledge and best practices with other team members.
  • Attend insurance carrier meetings and stay informed about market trends, underwriting requirements, and compliance updates.
  • Perform additional duties as assigned by the Management Team.

    • Qualifications

  • Prior experience in commercial insurance or a related field preferred
  • Strong organizational and time management skills
  • Excellent written and verbal communication abilities
  • Ability to work independently and collaboratively in a team environment
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