Personal Lines Senior Client Manager
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Job Location:
Middlesex County - USA
Monthly Salary:
Not Disclosed
Posted on:
28-09-2025
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Lines Senior Account Manager
Job Summary
Seeking a highly skilled and experienced Personal Lines Senior Account Manager. This role is an excellent opportunity for a motivated professional with a strong background in personal property and casualty insurance. The successful candidate will independently manage client services deliver renewal messaging and provide expert recommendations to clients. This position is based in-office and offers the chance to work in a dynamic and fast-paced environment with a leading insurance brokerage firm.
Responsibilities
- Evaluate exposures and renewal quotes.
- Review upcoming renewals and determine accounts requiring remarketing.
- Make informed coverage recommendations to clients.
- Utilize comparative rater tools to obtain quotes.
- Handle agency billing transactions where applicable.
- Obtain signed binding documents and notify carriers.
- Review binding documents for accuracy.
- Conduct contract reviews.
- Expand accounts by cross-selling additional services.
Other Responsibilities:
- Maintain accurate account details contacts and policy information in EPIC.
- Process renewals endorsements cancellations and proofs of insurance.
- Organize and attach documents in EPIC.
- Initiate endorsements proofs of insurance and invoices.
- Generate standard client and carrier communications using templates.
- Create and assign activities in EPIC.
- Pull relevant reports such as MVR CLUES Risk Meters and RCE as needed.
Qualifications/Requirements
- Minimum of 3 years of experience in personal property and casualty insurance.
- Comprehensive understanding of insurance coverages.
- Must hold a valid state Property & Casualty insurance license.
- Proficiency in Microsoft Excel (formulas charts tables) Word and other MS Office products.
- Ability to quickly learn and adapt to new technology platforms.
- Experience with agency management systems and carrier sites.
- Strong customer service skills with a hands-on personal approach.
- Effective team player with the ability to build trust and support peers.
- Deep understanding of client requirements market trends and industry standards.
- High attention to detail organizational skills and ability to work in a fast-paced environment.
- Strong problem-solving and critical-thinking abilities.
- Familiarity with EPIC software preferred.
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
Key Skills
- Customer Service
- Data Networking
- Horticulture
- Fashion Designing
- Guest Services
- ACCA
About Company
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