Personal Lines Senior Client Manager
Personal Lines Senior Client Manager
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Job Description
Job Description
Job Title: Personal Lines Senior Client Manager
Job Summary
The Personal Lines Senior Client Manager is responsible for the daytoday management of a highvolume book of personal lines insurance business. This role requires a deep understanding of coverage options carrier guidelines and client service standards. The ideal candidate will take ownership of client relationships by delivering exceptional service maintaining accuracy in policy administration and ensuring timely processing of all tasks related to policy servicing and renewals.
Responsibilities
- Manage a highvolume book of personal lines insurance accounts with minimal oversight
- Handle renewals endorsements new business billing inquiries service requests and claims support
- Build and maintain strong client relationships through proactive communication and highquality service delivery
- Review applications policies endorsements and audits to ensure accuracy and completeness
- Conduct loss/claim analysis and prepare summaries as needed
- Maintain current knowledge of insurance markets underwriting guidelines and carrier procedures
- Collaborate with internal teams and department leadership to support renewal efforts and service objectives
- Utilize agency management systems (e.g. Applied Epic) for documentation task management and policy processing
Qualifications/Requirements
- 37 years of personal lines account management experience required
- Property & Casualty Insurance License required
- Experience using Applied Epic or similar agency management systems preferred
- Bachelors degree or equivalent work experience preferred
- Strong written and verbal communication skills with the ability to listen actively and problemsolve independently
- Proficient in Microsoft Office (Word Excel PowerPoint)
- Proven ability to prioritize tasks meet deadlines and handle sensitive client information with discretion
- High attention to detail strong organizational skills and a clientfirst mindset
- Must be selfmotivated teamoriented and able to work independently
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
Manager
Employment Type
Full-Time
