Steamboat Group · 2 days ago
Client Manager
Dallas, TX
Full-time
Onsite
Entry, Mid Level
2+ years expSteamboat Group specializes in providing insurance, escrow, compliance, and risk management solutions to community banks and regional lenders. The Client Manager plays a critical role in supporting the sales team by fostering positive business relationships and providing exceptional service to clients.
FinanceFinancial ServicesInsurance
Responsibilities
Foster and maintain strong relationships with customers by delivering excellent service
Work independently with the most complex clients and accounts
Prepare new and renewal account information, thoroughly documenting systems to assist the Sales team in making informed business decisions
Process new business, renewals, endorsements, and cancellations, including binding coverage requests and collecting supporting documents from retail agents and clients
Submit applications to selected carriers based on underwriting guidelines
Follow up with retail agents as needed to ensure accounts are fully bound and completed
Review policies, endorsements, and other account activities for accuracy
Mentor and guide less experienced client/account representatives to help develop their skills and knowledge
Ensure adherence to federal and state regulations and guidelines
Continuously develop industry knowledge through education, self-study, and attending seminars
Perform other duties and projects as assigned
Qualification
Required
Bachelor's degree in Business, with two years of related experience, or an equivalent combination of education and experience
Experience in insurance and/or banking
Preferred
Industry certifications or designations are highly preferred
Benefits
Discretionary time off
Casual dress code
Career development opportunities
Tuition assistance
401(k) with company match
Company
Steamboat Group
Steamboat Group is an insurance firm that provides products and services to financial institutions, insurance agents, and trade association.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Angel Cruz
Chief Executive Officer
Jino Masone
Chief Operating Officer
Recent News
2025-09-22
Company data provided by crunchbase