Personal Lines Senior Client Manager

Job Summary

Seeking a highly skilled and experienced Personal Lines Senior Client Manager to join a team. The ideal candidate will have a strong background in Personal Property & Casualty insurance, with a proven ability to manage client relationships, evaluate exposures, and provide exceptional service. This role requires a hands-on approach to customer service, a deep understanding of insurance coverages, and the ability to work effectively in a fast-paced, team-oriented environment.

Compensation Package

• Salary: $75,000 annually
• Benefits: Comprehensive benefits package, including 401(k)

Responsibilities

Primary Responsibilities:

• Evaluate exposures and renewal quotes
• Review upcoming renewals and determine which accounts warrant remarketing
• Make coverage recommendations to clients
• Utilize comparative rater tools to obtain quotes
• Handle agency billing transactions (where applicable)
• Obtain signed binding documents and notify carriers
• Review binding documents for accuracy
• Conduct contract reviews
• Round out accounts and promote 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
• Leverage templates and system-generated letters for client and carrier communications
• Create and assign activities in EPIC
• Pull relevant documents such as MVR, CLUES, Risk Meters, and RCE 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:

• 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 (EPIC preferred)
• Strong interpersonal skills with a hands-on approach to customer service
• Ability to work effectively in a team environment and build trust with peers
• Deep understanding of client requirements, competitive markets, and industry trends
• High attention to detail, organizational skills, and the ability to work in a fast-paced environment
• Strong problem-solving and critical-thinking skills to resolve complex situations

Education:

• High School Diploma or equivalent

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