PL Client Manager
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Job Location:
Newport, RI - USA
Monthly Salary:
Not Disclosed
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Lines Client Manager
Job Summary
Seeking a dedicated and detail-oriented Personal Lines Client Manager to join a team. This full-time position involves managing client service activities with a focus on personal property and casualty insurance. The ideal candidate will have a strong understanding of insurance coverages excellent communication skills and the ability to work in a fast-paced environment. If you are passionate about delivering exceptional service and thrive in a collaborative setting we encourage you to apply.
Compensation Package
- Competitive salary commensurate with experience.
- Comprehensive benefits package including health dental and vision insurance.
- Paid time off and holiday pay.
- Opportunities for professional development and career growth.
Responsibilities
Primary Activities (60% or more of time):
- Evaluate exposures and renewal quotes.
- Review upcoming renewals and determine accounts requiring remarketing.
- Provide 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.
Additional 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.
- Leverage templates and system-generated letters for client and carrier communications.
- Create and assign activities in EPIC to applicable team members.
- Pull relevant items such as MVR CLUES Risk Meters and RCE as needed.
Qualifications/Requirements
Work Experience:
- Minimum of 3 years of experience in Personal Property and Casualty insurance.
- Comprehensive understanding of insurance coverages.
Professional Licenses/Certifications:
- Must hold a valid 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 colleagues and team members.
- Functional knowledge of guaranteed cost program design and coverage forms.
- High degree of accuracy and attention to detail in a fast-paced environment.
- Problem-solving skills for non-routine but not overly complex issues.
- Familiarity with self-serve portals and client training.
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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