PL Client Manager
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Job Location:
Bogota, NJ - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Lines Client Manager - Standard & Middle Markets
Job Summary
Seeking a dedicated and detail-oriented Personal Lines Client Manager to join a team. This full-time mid-level position focuses on managing client services within the Personal Lines sector specifically in Standard and Middle Markets. The ideal candidate will have a strong background in Personal Property and Casualty insurance excellent communication skills and the ability to work in a fast-paced environment.
Compensation Package
- Base Salary: $62000 - $81300 (dependent on experience qualifications and business needs).
- Benefits: Competitive benefits package and variable pay programs.
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 rate tools to obtain quotes.
- Handle agency billing transactions (where applicable).
- Obtain signed binding documents and notify carriers.
- Review binding documents for accuracy.
Additional Responsibilities:
- Maintain accurate account details contacts and policy information in EPIC.
- Process renewals endorsements acknowledgments cancellations and proofs of insurance.
- Organize and attach documents in EPIC.
- Initiate endorsements proofs of insurance and invoices.
- Leverage templates and system-generated letters for standard communications.
- Create and assign activities in EPIC to team members.
- Pull relevant items such as MVR CLUES Risk Meters RCE etc. as needed.
Qualifications/Requirements
Work Experience:
- Minimum of 3 years of experience in Personal Property and Casualty insurance with a comprehensive understanding of insurance coverages.
Professional Licenses/Certifications:
- Must hold a state Property & Casualty insurance license.
Essential Skills/Competencies:
- Proficiency in Microsoft Excel Word and other MS Office products.
- Strong interpersonal and communication skills both written and oral.
- Ability to build and maintain effective relationships with clients and colleagues.
- Comprehensive understanding of guaranteed cost program design and coverage forms.
- Ability to consistently produce quality work with attention to detail and meet deadlines.
- Skilled in using self-serve portals and managing client training and utilization.
- Problem-solving skills for non-routine but not overly complex issues.
- Ability to work in a fast-paced environment with minimal supervision.
Education:
- High School Diploma or equivalent required.
#LI-MB6
Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
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