Personal Lines Senior Associate Client Representative

Job Summary

Seeking a highly skilled and experienced Personal Lines Senior Associate Client Representative to join a team. This role is integral to providing exceptional client service and ensuring the seamless management of personal lines insurance accounts. The ideal candidate will have a strong background in personal property and casualty insurance, a deep understanding of insurance coverages, and a commitment to delivering outstanding customer service.

Compensation Package

• Salary Range: $59,000 - $64,000 annually
• Benefits: Comprehensive benefits package, including 401(k)
• Work Environment: In-office position

Responsibilities

Primary Responsibilities (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.
• Manage agency billing processes where applicable.
• Obtain signed binding documents and notify carriers.
• Review binding documents for accuracy.
• Conduct contract reviews.
• Identify opportunities to expand client accounts and cross-sell additional services.

Other Responsibilities:

• Maintain accurate account details, contacts, and policy information in EPIC.
• Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance.
• Organize and manage documents in EPIC.
• Initiate endorsements, proofs of insurance, and invoices.
• Generate standard communications to clients and carriers using templates and system tools.
• Create and assign activities in EPIC.
• Pull relevant reports such as MVR, CLUES, Risk Meters, RCE, etc., as needed.

Qualifications/Requirements

Work Experience:

• Minimum of 3+ years of experience in Personal Property & Casualty insurance with a comprehensive understanding of insurance coverages.

Professional Licenses/Certifications:

• Active state Property & Casualty insurance license is required.

Essential Skills/Competencies:

• Proficiency in Microsoft Excel (including formulas, charts, and tables), Word, and other MS Office products.
• Ability to quickly learn and adapt to new technology platforms.
• Proficiency in agency management systems and carrier sites.
• Strong customer service skills with a hands-on, personal approach.
• Excellent organizational skills with a high level of attention to detail.
• Ability to work effectively in a team environment and build trust with peers and clients.
• In-depth understanding of client requirements, competitive market trends, and industry standards.
• Strong problem-solving and critical thinking skills to address complex situations.
• Ability to develop and implement short- and long-term strategies to meet client and business needs.

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