Client Manager, Licensed Insurance Agent

Aardy

Client Manager managing customer interactions via chats, calls, and emails for AardvarkInsure. Ensuring client support and helping customers find suitable travel insurance policies.

Posted 7/24/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $26 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in insurance sales with a valid Producer License in Property & Casualty, strong communication skills, and proficiency in customer service within a remote environment. Capable of managing multiple tasks efficiently while maintaining attention to detail and adapting to new systems quickly.

Highest-signal resume keywords

Valid Producer LicenseInsurance Sales ExperienceRemote Work ExperienceExcellent Communication SkillsCustomer Service Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance SalesAttention to DetailTime ManagementMulti-taskingClient Manager Training

Soft Skills

Excellent CommunicationAbility to Learn Quickly

Tools & Technologies

Microsoft OfficeSlackZoomSalesforceEmail

Certifications & Qualifications

Producer License

Industry Keywords

Property & CasualtyCustomer ServiceCall Center Environment

About the role

Key responsibilities & impact

Attend to customer chats, calls, and emails.
Help customers find the lowest-priced policy that serves their needs.
Maintain and coordinate with Aardy to ensure your insurance license is valid at all times.
Ensure timely updates to name changes, address changes, or any changes affecting your license.
Successfully complete mandatory Client Manager training within the first 30 to 45 days of employment.

Requirements

What you’ll need

Must possess a valid Producer License with Property & Casualty line of authority.
Must have a minimum of one year of insurance sales experience.
Must have a minimum of 6 months experience in a 100% remote based position.
Must have a strong command of the English language (verbal and written) as well as excellent communication skills.
Customer service experience, ideally in a call center environment.
Computer literate with the ability to navigate basic software programs such as Microsoft Office, Slack, Zoom, Salesforce, Email, etc.
Excellent attention to detail.
Ability to learn new systems, skills, and tasks quickly.
Excellent time management skills with the ability to multi-task.
Must be able to work one weekend day as part of your weekly schedule.
Must have and maintain high speed Internet with minimum speeds of 100 Mbps download, 25 Mbps upload, and a latency <= 50 ms.

Benefits

Comp & perks

15 days (120 hours) of PTO per year.
6 Paid Holidays.
Paid bereavement leave.
Equipment: PC + monitor, standard peripherals.
Retirement Plan: 401k safe harbor plan with up to a 6% company match.
ICHRA (Individual Coverage Health Reimbursement Arrangement).
Up to $600 per month for employee only and up to $800 for employee+dependent(s).
Peer Rewards: Bonusly platform.
Monthly Internet Stipend - $75.
Home Furniture Stipend - $500 upon successful completion of 90 days of employment.