Job Description

Job Description: Personal Insurance Client Service Manager

Job Summary

Seeking a highly motivated and customer-centricPersonal Insurance Client Service Managerto join a dedicated team. The ideal candidate will act as a primary point of contact for personal insurance clients ensuring exceptional service by addressing inquiries managing policy changes and maintaining strong relationships.

Responsibilities

• Serve as a trusted advisor to clients addressing their personal insurance needs and concerns with professionalism and efficiency.
• Manage and maintain client accounts ensuring policies are accurately updated and renewed in a timely manner.
• Provide detailed explanations of insurance policies coverage options and premiums to support informed decision-making by clients.
• Handle client inquiries endorsements and claims with a sense of urgency and care providing resolution and follow-up as needed.
• Develop and strengthen relationships with clients to foster trust satisfaction and long-term retention.
• Collaborate with insurance carriers and internal teams to ensure policies align with client expectations and organizational standards.
• Identify cross-sell and upsell opportunities based on client needs.
• Ensure compliance with industry regulations and company policies while maintaining the highest standards of ethical conduct.
• Continuously seek opportunities to enhance processes and improve customer experiences.
• Proactively maintain a comprehensive knowledge of personal insurance products industry trends and market developments.

Qualifications/Requirements

Experience:

• Minimum of 3-5 years of experience in a similar client service or account management role within the insurance industry.

Skills and Competencies:

• Proven expertise in managing personal insurance accounts including homeowners auto and umbrella insurance policies.
• Strong interpersonal and communication skills with the ability to convey technical insurance information in a customer-friendly manner.
• Exceptional organizational abilities with a keen attention to detail in managing multiple client accounts simultaneously.
• Ability to work independently and collaboratively within a team environment.
• Proficiency in insurance agency management systems and MS Office Suite.
• Holds an active P&C (Property and Casualty) insurance license.

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.

#LI-MB6