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: $62,000 - $81,300 (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.

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