{"schemaVersion":"jobsearcher.job.v1","id":"8db6388cd32f2dd8a6dad2be","url":"https://jobsearcher.com/jobs/8db6388cd32f2dd8a6dad2be","canonicalUrl":"https://jobsearcher.com/jobs/8db6388cd32f2dd8a6dad2be","title":"Assistant Client Manager","description":"Provide assistance and support to Client Manager(s) in servicing new and renewal business. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, account executives, account managers and carrier representatives to deliver a superior client service experience.Reports To\r\nEssential FunctionsObtain Ohio Property & Casualty Insurance License within 90 days of hireAdhere to all agency procedures and E&O guidelines.Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, emails, and request for changes, etc.Provide technical support to client managers, client executives and producers.Participate in special projects and other duties assigned.Prepare binders, certificates, auto identification cards, endorsements, policies, and lost policy release, as needed.Prepare invoice transactions including preparation of finance agreements.Preparation of insurance summariesAssist client managers, client executives and producers to prepare submissions for renewal business within 90-120 of policy expiration.Check new and renewal policies, endorsements and audits for accuracy and rating, typing, coverages and forms.Assist Client Manager in maintaining his/her expiration log of existing book of business.Exhibits proficiency in using the agency management system, per TFG’s written workflows.Ethical ConductStrong Computer SkillsStrategic ThinkingDecision MakingCommunications ProficiencyPresentation SkillsSupervisory Responsibility\r\nNoneFlexibility for hybrid work schedule.This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.Physical Demands\r\nThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.Position Type / Expected Hours of Work\r\nFull Time Position – 40-hour work weekTravel\r\nTravel is minimal, although some out-of-area and overnight travel may be expectedRequired Education & ExperienceHigh School diploma or GEDPreferred Education & ExperienceBachelor’s DegreeExperience using Applied EPIC agency management systemActive Ohio P&C license or PendingDevelopment of knowledge of commercial lines coverageOther Duties\r\nPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.#J-18808-Ljbffr","company":"Fedeli Group","rawCompany":"fedeli group","city":"Defiance","state":"OH","isRemote":false,"isActive":false,"createdAt":"2026-08-08T01:19:08.577Z","occupations":[{"code":"43-9041.00","title":"Insurance Claims and Policy Processing Clerks","slug":"insurance-claims-and-policy-processing-clerks"},{"code":"41-3021.00","title":"Insurance Sales Agents","slug":"insurance-sales-agents"},{"code":"43-9061.00","title":"Office Clerks, General","slug":"office-clerks-general"}],"industries":[{"code":"524210","title":"Insurance Agencies and Brokerages","slug":"insurance-agencies-and-brokerages"},{"code":"524298","title":"All Other Insurance Related Activities","slug":"all-other-insurance-related-activities"},{"code":"524126","title":"Direct Property and Casualty Insurance Carriers","slug":"direct-property-and-casualty-insurance-carriers"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Assistant Client Manager","description":"Provide assistance and support to Client Manager(s) in servicing new and renewal business. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, account executives, account managers and carrier representatives to deliver a superior client service experience.Reports To\r\nEssential FunctionsObtain Ohio Property & Casualty Insurance License within 90 days of hireAdhere to all agency procedures and E&O guidelines.Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, emails, and request for changes, etc.Provide technical support to client managers, client executives and producers.Participate in special projects and other duties assigned.Prepare binders, certificates, auto identification cards, endorsements, policies, and lost policy release, as needed.Prepare invoice transactions including preparation of finance agreements.Preparation of insurance summariesAssist client managers, client executives and producers to prepare submissions for renewal business within 90-120 of policy expiration.Check new and renewal policies, endorsements and audits for accuracy and rating, typing, coverages and forms.Assist Client Manager in maintaining his/her expiration log of existing book of business.Exhibits proficiency in using the agency management system, per TFG’s written workflows.Ethical ConductStrong Computer SkillsStrategic ThinkingDecision MakingCommunications ProficiencyPresentation SkillsSupervisory Responsibility\r\nNoneFlexibility for hybrid work schedule.This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.Physical Demands\r\nThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.Position Type / Expected Hours of Work\r\nFull Time Position – 40-hour work weekTravel\r\nTravel is minimal, although some out-of-area and overnight travel may be expectedRequired Education & ExperienceHigh School diploma or GEDPreferred Education & ExperienceBachelor’s DegreeExperience using Applied EPIC agency management systemActive Ohio P&C license or PendingDevelopment of knowledge of commercial lines coverageOther Duties\r\nPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.#J-18808-Ljbffr","datePosted":"2026-08-08T01:19:08.577Z","dateModified":"2026-08-08T01:19:08.577Z","hiringOrganization":{"@type":"Organization","name":"Fedeli Group","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Defiance","addressRegion":"OH","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"8db6388cd32f2dd8a6dad2be"},"url":"https://jobsearcher.com/jobs/8db6388cd32f2dd8a6dad2be"}}