Job Summary

Seeking a highly skilled and experienced Personal Lines Senior Client Manager to join a team. This role is pivotal in delivering exceptional client service and managing a high-volume book of business. The ideal candidate will have a strong background in personal property and casualty insurance, a deep understanding of market trends, and the ability to work independently in a fast-paced environment. This is an in-office position offering a dynamic and professional work environment with opportunities for growth and development.

Compensation Package

Salary: $60,000 - $70,000 annually
Benefits: Comprehensive benefits package, including 401(k)
Work Environment: Fully in-office
Training and Onboarding: Standard onboarding process with training provided

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 rater tools to obtain quotes
Manage agency billing transactions
Obtain signed binding documents and notify carriers
Review binding documents for accuracy
Conduct contract reviews
Expand accounts by offering additional services and products

Other Responsibilities:

Maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsements, cancellations, and proofs of insurance
Organize and attach documents in EPIC
Generate standard client and carrier communications using templates
Create and assign activities in EPIC
Pull relevant reports such as MVR, CLUES, Risk Meters, and RCE

Qualifications/Requirements

Work Experience:

Minimum of 3 years of experience in personal property and casualty insurance
Comprehensive understanding of insurance coverages

Licenses/Certifications:

Active state Property & Casualty insurance license

Essential Skills/Competencies:

Proficiency in Microsoft Excel (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
Effective team player with the ability to build trust and support peers
In-depth understanding of client requirements, market trends, and industry standards
Highly organized, detail-oriented, and capable of managing tasks in a fast-paced environment
Strong problem-solving and critical-thinking skills to resolve complex issues
Ability to develop and implement short- and long-term strategies

Preferred Skills:

Experience with EPIC agency management software

#LI-MB6

Personal Lines Senior Client Manager

Job description