Client Partner

• Serve as the first point of contact for clients, providing prompt and professional service
• Manage placement of new and renewal accounts with carrier partners across P&C and Life & Health lines
• Assist with gathering underwriting information and preparing submission materials
• Maintain strong carrier relationships to secure competitive quotes and solutions for clients
• Ensure successful renewal and retention of accounts through proactive service and relationship management
• Maintain accurate and up-to-date records in the AMS360 agency management system
• Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs
• Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately
• Report to the Operations Manager

Client Manager, Commercial Lines

• Manage and maintain relationships with existing commercial insurance clients
• Review and analyze insurance policies to ensure appropriate coverage and compliance
• Process policy changes, renewals, and endorsements for insurance accounts
• Conduct risk assessments and provide risk management recommendations
• Coordinate with underwriters and insurance carriers for policy placement
• Handle client inquiries and resolve coverage-related issues
• Monitor and ensure compliance with DOT regulations and insurance requirements
• Prepare insurance documentation, certificates, and policy summaries
• Develop and implement client retention strategies
• Maintain accurate client records and documentation in CRM system

Client Manager, Transportation

• Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight
• Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing
• Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions
• Oversee onboarding of new accounts, including collection and analysis of underwriting data
• Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently
• Manage endorsements, claims inquiries, audits, and other service items with high attention to detail
• Utilize AMS360 to maintain comprehensive, accurate client records and document all servicing activities
• Mentor or support more junior account team members as needed
• Stay informed on industry trends, product offerings, and regulatory changes impacting clients

Client Manager – Group Benefits

• Serve as the first point of contact for clients, providing prompt and professional service
• Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines
• Assist with gathering underwriting information and preparing submission materials
• Maintain strong carrier relationships to secure competitive quotes and solutions for clients
• Ensure successful renewal and retention of accounts through proactive service and relationship management
• Maintain accurate and up-to-date records in the AMS360 agency management system
• Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs
• Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately
• Report to the Operations Manager

• Own a portfolio of strategic merchant relationships and be accountable for partnership health and growth
• Develop and execute account strategies aligned with client objectives and American Express priorities
• Maintain deep understanding of clients’ business models, operating environments, growth initiatives, and industry trends
• Build and strengthen relationships across Finance, Treasury, Procurement, Operations, Marketing, and Executive leadership teams
• Serve as a trusted advisor through market insights, industry expertise, and strategic recommendations
• Drive portfolio growth through B2B payment solutions, American Express Offers, advertising products, Resy participation, and other value-added services
• Identify, develop, and execute opportunities that increase client engagement and deliver measurable business value
• Lead consultative sales conversations and maintain a robust pipeline of growth opportunities
• Secure Payment Decisioning opportunities when appropriate
• Represent the client voice internally to influence product development, service enhancements, and business priorities
• Collaborate with Product, Marketing, Pricing, Risk, Legal, Commercial, and Merchant Services teams
• Lead internal alignment around growth opportunities and key client initiatives
• Monitor portfolio performance and improve revenue, engagement, retention, and client value
• Maintain awareness of client risks, competitive threats, and emerging market dynamics
• Deliver portfolio objectives while ensuring strong relationship health and long-term partnership value

Client Partner jobs in North Carolina

Client Manager, Commercial Lines

Client Manager, Transportation

Client Manager, Transportation

Client Manager, Transportation

Client Manager – Group Benefits

Client Manager, Commercial Lines

Senior Manager – Client Management