Personal Lines Senior Client Manager

Job Description

Personal Lines Senior Client Manager

Job Summary

Seeking a highly skilled and experienced Personal Lines Senior Client Manager to join a team. This role is pivotal in delivering exceptional client service and managing a high-volume book of business. The ideal candidate will have a strong background in personal property and casualty insurance a deep understanding of market trends and the ability to work independently in a fast-paced environment. This is an in-office position offering a dynamic and professional work environment with opportunities for growth and development.

Compensation Package

• Salary: $60000 - $70000 annually
• Benefits: Comprehensive benefits package including 401(k)
• Work Environment: Fully in-office
• Training and Onboarding: Standard onboarding process with training provided

Responsibilities

Primary Responsibilities (60% or more of time):

• Evaluate exposures and renewal quotes
• Review upcoming renewals and determine accounts requiring remarketing
• Make coverage recommendations to clients
• Utilize comparative rater tools to obtain quotes
• Manage agency billing transactions
• Obtain signed binding documents and notify carriers
• Review binding documents for accuracy
• Conduct contract reviews
• Expand accounts by offering additional services and products

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
• 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

Qualifications/Requirements

Work Experience:

• Minimum of 3 years of experience in personal property and casualty insurance
• Comprehensive understanding of insurance coverages

Licenses/Certifications:

• Active state Property & Casualty insurance license

Essential Skills/Competencies:

• Proficiency in Microsoft Excel (formulas charts and tables) Word and other MS Office products
• Ability to quickly learn and adapt to new technology platforms
• Proficiency in 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
• In-depth understanding of client requirements market trends and industry standards
• Highly organized detail-oriented and capable of managing tasks in a fast-paced environment
• Strong problem-solving and critical-thinking skills to resolve complex issues
• Ability to develop and implement short- and long-term strategies

Preferred Skills:

• Experience with EPIC agency management software

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