Job Description
Personal Lines Senior Client Manager/Team Lead
Job Summary
Seeking a highly motivated and experienced Personal Lines Senior Client Manager/Team Lead to join a dynamic team. This role is integral to supporting the Account Executive in managing client relationships and ensuring client retention. The successful candidate will oversee a high-volume book of personal lines insurance business providing exceptional service and fostering strong client relationships.
Compensation Package
- Salary: $65000 - $70000 annually
- Benefits: Comprehensive benefits package including 401(k)
- Work Environment: In-office role with no travel required
Responsibilities
- Manage a high-volume book of personal lines insurance business ensuring timely and accurate completion of all tasks.
- Build and maintain strong client relationships providing exceptional service and advocacy.
- Handle renewals service requests claims billing and new policies.
- Maintain a thorough understanding of market appetites underwriting guidelines and submission procedures.
- Review applications policies endorsements and audits for accuracy.
- Conduct loss/claim analysis and prepare summaries.
- Coordinate expiration lists with the department manager to secure renewal business information.
- Identify opportunities for cross-selling and upselling insurance products.
Qualifications/Requirements
- Bachelors degree or equivalent work experience (preferred).
- Minimum of 3-7 years of experience in Personal Lines Account Management.
- Active Property & Casualty License (required).
- Valid drivers license and insurance (required).
- Proficiency in Microsoft Office Suite (Word Excel PowerPoint).
- Experience with Applied/Epic or similar agency management software (preferred).
- Strong organizational and multitasking skills with the ability to prioritize and meet deadlines.
- Excellent written and verbal communication skills with the ability to actively listen and problem-solve independently.
- Self-motivated detail-oriented and able to maintain a professional demeanor and positive attitude.
#LI-MB6
Required Experience:
Manager
Job DescriptionPersonal Lines Senior Client Manager/Team LeadJob SummarySeeking a highly motivated and experienced Personal Lines Senior Client Manager/Team Lead to join a dynamic team. This role is integral to supporting the Account Executive in managing client relationships and ensuring client ret...
Job Description
Personal Lines Senior Client Manager/Team Lead
Job Summary
Seeking a highly motivated and experienced Personal Lines Senior Client Manager/Team Lead to join a dynamic team. This role is integral to supporting the Account Executive in managing client relationships and ensuring client retention. The successful candidate will oversee a high-volume book of personal lines insurance business providing exceptional service and fostering strong client relationships.
Compensation Package
- Salary: $65000 - $70000 annually
- Benefits: Comprehensive benefits package including 401(k)
- Work Environment: In-office role with no travel required
Responsibilities
- Manage a high-volume book of personal lines insurance business ensuring timely and accurate completion of all tasks.
- Build and maintain strong client relationships providing exceptional service and advocacy.
- Handle renewals service requests claims billing and new policies.
- Maintain a thorough understanding of market appetites underwriting guidelines and submission procedures.
- Review applications policies endorsements and audits for accuracy.
- Conduct loss/claim analysis and prepare summaries.
- Coordinate expiration lists with the department manager to secure renewal business information.
- Identify opportunities for cross-selling and upselling insurance products.
Qualifications/Requirements
- Bachelors degree or equivalent work experience (preferred).
- Minimum of 3-7 years of experience in Personal Lines Account Management.
- Active Property & Casualty License (required).
- Valid drivers license and insurance (required).
- Proficiency in Microsoft Office Suite (Word Excel PowerPoint).
- Experience with Applied/Epic or similar agency management software (preferred).
- Strong organizational and multitasking skills with the ability to prioritize and meet deadlines.
- Excellent written and verbal communication skills with the ability to actively listen and problem-solve independently.
- Self-motivated detail-oriented and able to maintain a professional demeanor and positive attitude.
#LI-MB6
Required Experience:
Manager
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