P&C Licensed Associate Client Manager

Company: VirtualVocations
Location: Vista
Posted on: May 7, 2025

Job Description:

A company is looking for an Associate Client Manager, Commercial Risk - Insurance Advisory Solutions.
Key Responsibilities:

Assist in maintaining client relationships through effective customer service
Identify and evaluate risks associated with client accounts, escalating concerns as needed
Oversee system data entry, client audits, and track technology issues related to Client Success

Required Qualifications, Training, and Education:

Preferred Bachelor's degree
2-5 years of relevant experience
Current P&C license or willingness to obtain required licenses
Intermediate to advanced knowledge of Microsoft Office Suite

Keywords: VirtualVocations, Palm Desert , P&C Licensed Associate Client Manager, Executive , Vista, California

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