Title: Client Relations Manager
Location: Birmingham, Alabama

WHO:
Are you an experienced insurance professional who thrives in a fast-paced, high-accountability environment? Do you pride yourself in following process and producing quality, polished work? Are you methodical, efficient and productive in your work? Can you easily perform repetitive tasks while managing interactions and disruptions?

WHY:
At Three Arbor Insurance, you’re not just an employee – you’re a cherished member of our team. Here, you have the unique opportunity to help steer the future of our company and make a real impact. We pride ourselves on fostering a culture where your voice is heard, your efforts are recognized, and your achievements are celebrated. Our team spirit is second to none, making Three Arbor a place you’ll love being part of. With top-notch benefits and incredible work relationships, you’ll find yourself at one of the most rewarding workplaces out there!

WHAT:
The Client Relations Manager plays a critical role in ensuring our clients receive the proactive, strategic support they need and deserve. This is not a day-to-day servicing position – it’s a high-level client-facing role focused on marketing accounts, negotiating insurance programs, and delivering a polished, professional experience from start to finish.

You’ll work alongside Producers to manage both new and renewal business, guide strategic coverage conversations, and lead client-facing meetings throughout the year. Your ability to anticipate client needs, collaborate internally, and bring solutions forward will be key to your success.

We are seeking someone with the experience and confidence to quickly step in, fill critical gaps, and provide stability and leadership. The ideal candidate brings commercial insurance expertise, a strong grasp of technology, and a mindset focused on continuous improvement and accountability.

We are looking for someone who’s excited not just about where we are – but where we’re going. This role has future leadership potential for someone who brings clarity, initiative, and a drive to elevate those around them.

Key Responsibilities:

• Serve as the main point of contact for a portfolio of commercial insurance clients
• Proactively anticipate client needs and ensure all servicing items are addressed with accuracy and urgency
• Coordinate new business submissions, renewals, endorsements, certificates, audits, and other mid-term service items with accuracy and pace
• Collaborate with producers, carriers, and internal teams to deliver timely and efficient service
• Identify and implement workflow efficiencies using available technology
• Maintain accurate client data and documentation in AMS360 and other platforms
• Effectively and appropriately delegate tasks to junior team members
• Share knowledge with team members and contribute to a strong team culture

Qualifications:

• Active P&C insurance license
• Minimum 5+ years of experience in commercial insurance management
• Deep understanding of commercial coverages, policy structures, and client servicing standards
• Proven ability to manage a demanding workload in a high-volume, fast-paced environment without sacrificing quality
• Deadline driven with strong attention to detail and ability to prioritize and follow through
• Forward-thinking and solutions-oriented, proactively anticipating client needs
• Clear and confident written and verbal communication skills

Preferred Software Experience:

• AMS360 (required or strong working knowledge preferred)
• AgencyZoom, Indio, Fulcrum, Microsoft Office Suite, Outlook

Ideal Candidate:

• Tech-savvy and highly comfortable leveraging digital tools to complete daily responsibilities
• Self-motivated and accountable, yet team-minded and collaborative
• Passionate about improving client experiences and internal workflows
• Committed to contributing to a culture of excellence