Josie Wilhelm

Associate Client Manager @Backstory Insurance

Minneapolis, MN, US

Support Client Managers and Producers in servicing existing client accounts- Assist with preparing proposals, renewals, and policy documentation- Manage client communication regarding policy changes, billing inquiries, and coverage questions- Coordinate with underwriters and insurers to ensure timely and accurate policy issuance- Maintain up-to-date client records in internal systems (e.g, CRM, AMS)- Monitor and follow up on outstanding documents or actions- Contribute to client retention through excellent service and proactive communication- Participate in team meetings, training sessions, and ongoing professional development