Title: Client Coordinator Manager
Department: Client Experience
Reports to: Director of Client Experience
Location: Birmingham, Alabama; Atlanta, Georgia; and/or Remote Availability
Position Summary/Objective:
- At Three Arbor, you will not be an employee, you will be a part of a team where you are seen and heard. Our team culture is one-of-a-kind, and once you buy in, you won’t want to work anywhere else. With an awesome benefits package and work relationships, you will be at one of the best workplaces imaginable!
- The successful CCM will initiate the renewal process with current clients. They will work directly with the client to ensure a smooth renewal and retention process.
- As the CCM, you will coordinate between the client and the service team to ensure thorough follow-through on documentation, task prioritization, and communication between all applicable parties.
- You will work on renewals both large and small, re-market small business renewals as needed to ensure the clients are receiving the best Three Arbor Insurance has to offer, and assist with new business & small business marketing.
- A CCM will be organized, efficient, and effective at getting necessary tasks done, and will work with the service team and producers to ensure Three Arbor is as successful as possible.
Familiarity with the following is desired, but not a requirement:
- AMS 360
- AgencyZoom
- Indio
- ACORD Applications
- DocuSign
- FileCenter
Other Benefits:
- Fully remote work available
- Health insurance
- Vision insurance
- Dental insurance
- Complementary life insurance policy
- Unlimited paid time off
- Matching 401K
- Paid maternity leave
- And more!
To Apply: Submit your resume to careers@threearbor.com.
Please include CCM in the subject line.
