Personal Lines Client Manager

Salary60000
LocationCape May
Job type Permanent
DisciplineAgency
Reference142998

Job description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This position plays an integral role in supporting Account Executives in managing and retaining a high-volume book of personal lines insurance business. The ideal candidate will possess strong administrative skills, a customer-focused mindset, and the ability to thrive in a fast-paced environment.

Compensation Package

  • Salary: $60,000 annually
  • Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

  • Manage a high-volume book of personal lines insurance business, ensuring accuracy and timeliness in all tasks.
  • Build and maintain strong client relationships to foster loyalty and satisfaction.
  • Handle renewals, service requests, claims, billing, and new policy processing.
  • Maintain a thorough understanding of market appetites, underwriting guidelines, and submission procedures.
  • Review applications, policies, endorsements, and audits for accuracy.
  • Conduct loss/claim analysis and prepare summaries.
  • Coordinate renewal business information with the department manager.

Qualifications/Requirements

  • Education: Bachelor’s degree or equivalent work experience preferred.
  • Experience: 3-7 years of personal lines account management experience required.
  • Licenses: Property & Casualty License required.
  • Technical Skills:
    • Proficiency in Microsoft Office (Word, Excel, PowerPoint).
    • Experience with Applied/Epic or similar agency management software preferred.
  • Other Requirements:
    • Strong written and verbal communication skills.
    • Ability to multi-task, prioritize, and work independently.
    • Professional demeanor and positive attitude.
    • Self-motivated with a sense of urgency and ability to meet deadlines.
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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