Personal Lines Client Manager
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Job Location:
Stuart, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description
Responsibilities
- Build manage and strengthen relationships with clients by understanding and addressing their personal insurance needs.
- Provide advisory services and tailored solutions for both high-net-worth and standard personal lines clients.
- Market quote and place personal lines policies ensuring recommendations align with each clients goals and coverage requirements.
- Analyze insurance policies endorsements and renewals to ensure accuracy adequate coverage and compliance with company and industry standards.
- Act as a trusted advocate for clients during claims providing support and working with adjusters underwriters and providers to ensure timely and satisfactory resolutions.
- Collaborate with insurance carriers to negotiate pricing manage renewals and design package solutions that best fit client needs.
- Stay up to date with market trends insurance products and regulatory requirements to ensure clients are offered the best options and remain well-informed.
- Proactively identify cross-selling and up-selling opportunities contributing to team and organizational growth.
- Assist in mentoring junior staff and fostering a positive collaborative workplace.
Qualifications
- Strong knowledge of personal lines insurance policies underwriting guidelines and compliance regulations.
- Exceptional interpersonal and communication skills with the ability to build meaningful client relationships.
- Detail-oriented with excellent organizational and analytical skills.
- Proficiency with insurance-related software CRM tools and Microsoft Office Suite.
- Valid 2-20 Insurance License
- Ability to thrive in a collaborative and fast-paced environment while managing multiple priorities.
Preferred Qualifications:
- Previous experience as an Account Executive or Account Manager
- Familiarity with high-net-worth clientele and premium coverage options.
- Professional insurance designations such as CIC CISR or CPRIA are highly desirable.
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Required Experience:
Manager
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