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Highstreet Insurance & Financial Services · Raleigh, North Carolina
Job Overview
Highstreet Insurance and Financial Services is hiring a Client Manager within our Raleigh and Chapel Hill locations to provide high-level service and long-term account support for our personal lines clients. This role is 90% retention-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: $45,000.00 - $55,000.00 per year
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Requirements
Prior insurance agency service experience strongly preferred
Strong understanding of personal lines coverages (Auto/Home/Umbrella)
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
Active P&C license is required. No exceptions.
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
Details
| Company | Highstreet Insurance & Financial Services |
| Location | Raleigh, North Carolina |
| Type | FULL TIME |
| Niche | Advertising and marketing professionals |