Client Manager

Date:  Mar 29, 2024

Birmingham, AL, US, 35243

Onsite or Remote:  Hybrid
Company Name:  Valent Group

Valent Group is a privately held independent risk consulting firm based in Birmingham, Alabama, with multiple locations in the southeastern United States. These offices provide all lines of insurance in partnership with specialized carriers. Valent Group was named a 2018 Best Practices Agency by the Independent Insurance Agents & Brokers of America and has the backing of EBSCO Industries, Inc., a global corporation which began in 1944 and now owns more than 20 businesses in a variety of industries. We offer competitive salaries and benefits, including medical/dental/vision plans, life insurance and other ancillary benefits, profit sharing, employee perks and more.


We’re big on white-glove, customer service. And we do mean BIG. So, while we are looking for a seasoned client manager with a proven track record, experience is not enough. To thrive on our customer service team you will also need to bring a:


     Passion for service, our clients and their insurance programs.

     A responsive, can-do Attitude, which is at the center of our service.

     Curiosity to solve problems through innovative and out-of-the box services.

     Team-oriented, working with others to get the job done.


This is what we believe it takes to deliver a Fortune 1000 customer experience to our middle market clients. And we believe our clients deserve nothing less.


In this role you will:

  • Work with various insurance industry personnel to revise coverage, renew and create insurance policies and proposal packages – handles presentation of same
  • In coordination with Producers, coordinate logistics of the overall Account Management process
  • Issue and process various insurance documents, such as Certificates of Insurance, invoicing, renewals, etc.
  • Review customer contracts to assure compatibility of coverages with contract requirements
  • Review policies for accuracy and follow-up of needed corrections.
  • Provide high level assistance to clients and customers to satisfactorily resolve business account issues.
  • Provide hands on support to existing accounts and clients. (e.g., answering questions, furnishing supporting documentation, interpreting and communicating policy coverage, etc.).
  • May perform cross-functional tasks and serve as back-up to other members of staff members or management team
  • Promote account “rounding” identifying potential exposures of existing clients.  Identifying & recommending suitable coverage to address such exposures
  • Input information and track activities in account management system software program
  • Assist in designing workflows for the area, assists with and help design training and development for the commercial lines staff


You have:

  • High school degree and minimum 10 year’s account management/customer service experience in the Commercial Lines - Property and Casualty insurance industry
  • Current Property and Casualty license in the state of Alabama
  • Strong communication skills (verbal and written)
  • Experience/skills with varied commercial software programs including Microsoft Office
  • Fundamental mathematical skills and the ability to perform basic calculations for policy needs
  • Ability to manage multiple tasks/projects/customers and assignments as evidenced by a quantifiable track record in prior positions


You may have:

  • Bachelor’s or other educational degree(s)
  • CISR, CIC, CRM, CPCU or other professional designations
  • Experience using varied agency management systems, including, but not limited to: Vertafore Agency Platform/AMS360/Work Smart/Image Right and others
  • Prior experience in presentations and preparation of similar for both internal and external audiences


We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, sex, pregnancy status, age, national origin or ancestry, ethnicity, religion, creed, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment. We comply with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable state or local law.

Nearest Major Market: Birmingham

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