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Client Manager (Private Client/Personal Lines)

Lovitt & Touche, Inc.

This is a Full-time position in Tempe, AZ posted February 15, 2021.

Position Overview
The Client Manager (formerly called Account Manager) position serves as the main contact for the Private Client clients and provides day-to-day servicing and support for their client group.

Principal Duties and Responsibilities

  • Main point of contact for the client – addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, issues insurance cards prior to expiration date, and resolves accounting discrepancies
  • Maintain and update coverage summaries of each assigned client as well as new business accounts
  • Investigate and evaluate coverages, rates and general trends within the industry
  • Prepare and ensure the accuracy and timeliness of insurance specifications and coverage binders
  • Monitor the accuracy of insurance policies received from carriers prior to their delivery to clients
  • Conduct all business in accordance with established policies and procedures
  • May attend client meetings on or off site on occasion
  • Other duties as assigned

Job Requirements:


  • High School Diploma or GED
  • 3+ years in Private Client or Personal Lines insurance
  • Licensed in Arizona Property/Casualty (or ability to transfer existing license)
  • Ability to effectively communicate, both written and verbally, to internal and external parties
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with clients, carriers and peers
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)


  • Some college or technical training in related discipline
  • Previous Sagitta experience

Working Environment

  • Work is performed indoors in a climate controlled office environment
  • General technology as it relates to office administration
  • Regular business hours with additional hours required during certain periods

Note: This job is not eligible for remote working from Colorado