Job description
Job Description: Personal Insurance Client Service Manager
Job Summary
Seeking a highly motivated and customer-centric Personal Insurance Client Service Manager to join a dedicated team. The ideal candidate will act as a primary point of contact for personal insurance clients, ensuring exceptional service by addressing inquiries, managing policy changes, and maintaining strong relationships.
Responsibilities
- Serve as a trusted advisor to clients, addressing their personal insurance needs and concerns with professionalism and efficiency.
- Manage and maintain client accounts, ensuring policies are accurately updated and renewed in a timely manner.
- Provide detailed explanations of insurance policies, coverage options, and premiums to support informed decision-making by clients.
- Handle client inquiries, endorsements, and claims with a sense of urgency and care, providing resolution and follow-up as needed.
- Develop and strengthen relationships with clients to foster trust, satisfaction, and long-term retention.
- Collaborate with insurance carriers and internal teams to ensure policies align with client expectations and organizational standards.
- Identify cross-sell and upsell opportunities based on client needs.
- Ensure compliance with industry regulations and company policies while maintaining the highest standards of ethical conduct.
- Continuously seek opportunities to enhance processes and improve customer experiences.
- Proactively maintain a comprehensive knowledge of personal insurance products, industry trends, and market developments.
Qualifications/Requirements
Experience:
- Minimum of 3-5 years of experience in a similar client service or account management role within the insurance industry.
Skills and Competencies:
- Proven expertise in managing personal insurance accounts, including homeowners, auto, and umbrella insurance policies.
- Strong interpersonal and communication skills, with the ability to convey technical insurance information in a customer-friendly manner.
- Exceptional organizational abilities, with a keen attention to detail in managing multiple client accounts simultaneously.
- Ability to work independently and collaboratively within a team environment.
- Proficiency in insurance agency management systems and MS Office Suite.
- Holds an active P&C (Property and Casualty) insurance license.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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