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Client Success Manager
Client Success ManagerExtra Mile Insurance Solutions • Owasso, OK, US
Client Success Manager

Client Success Manager

Extra Mile Insurance Solutions • Owasso, OK, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Bonus based on performance
  • Competitive salary
  • Paid time off
  • Training & development

Client Success Manager

Extra Mile Insurance Solutions is an independent agency serving Oklahoma with a wide range of preferred market carriers. We combine industry expertise, advanced systems, and a clientfirst mindset to deliver exceptional insurance solutions. Our team is committed to integrity, professionalism, and going the extra mile for the people and businesses we serve.

About the Role

Were seeking an experienced Account Manager who thrives on building strong client relationships and ensuring their needs are met with accuracy and care. This position is ideal for a licensed insurance professional who enjoys both the service and strategy sides of account management.

Key Responsibliities

  • Serve as the primary contact for assigned personal and commercial lines accounts.
  • Manage renewals from start to finish, identifying opportunities for improved coverage or crosssales.
  • Handle service and billing requests, including policy changes, endorsements, and thirdparty inquiries.
  • Guide clients through the claims process and provide ongoing support.
  • Partner with producers on submissions, certificates of insurance, and client onboarding.
  • Maintain accurate, uptodate records in our management system.
  • Deliver a proactive, solutionsoriented approach to client service.

    • Professional Skills Desired

  • 2+ years of account management or customer service experience in the insurance industry.
  • Strong verbal and written communication skills.
  • High attention to detail, organization, and followthrough.
  • Ability to work collaboratively in a teamdriven environment.
  • Proficient in Microsoft Office (Excel, Word) and able to learn new systems quickly.
  • Patient, respectful, trustworthy, friendly, articulate, honest, and ethical

    • Required

  • Ideal candidate must currently hold a property & Casualty license
  • Job Type : Full-time

    • Benefits :

  • Competitive pay with commission opportunities.
  • Paid time off.
  • Tuition reimbursement.
  • Supportive, growthfocused team culture.

    • License / Certification :

  • Active Oklahoma Insurance Producer Property & Casualty License

    • Job Type : Fulltime, InOffice

    If youre looking for a role where you can combine relationshipbuilding, technical expertise, and problemsolving to make a real impact for clients, wed love to hear from you.

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    Client Manager • Owasso, OK, US