Job Description

Personal Lines Client Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Client Manager to join a team. This full-time position involves managing client service activities with a focus on personal property and casualty insurance. The ideal candidate will have a strong understanding of insurance coverages, excellent communication skills, and the ability to work in a fast-paced environment. If you are passionate about delivering exceptional service and thrive in a collaborative setting, encourage you to apply.

Compensation Package

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holiday pay.
• Opportunities for professional development and career growth.

Responsibilities

Primary Activities (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.
• Handle agency billing transactions (where applicable).
• Obtain signed binding documents and notify carriers.
• Review binding documents for accuracy.

Additional 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.
• Initiate endorsements, proofs of insurance, and invoices.
• Leverage templates and system-generated letters for client and carrier communications.
• Create and assign activities in EPIC to applicable team members.
• Pull relevant items such as MVR, CLUES, Risk Meters, and RCE as needed.

Qualifications/Requirements

Work Experience:

• Minimum of 3 years of experience in Personal Property and Casualty insurance.
• Comprehensive understanding of insurance coverages.

Professional Licenses/Certifications:

• Must hold a valid state Property & Casualty insurance license.

Essential Skills/Competencies:

• Proficiency in Microsoft Excel, Word, and other MS Office products.
• Strong interpersonal and communication skills, both written and oral.
• Ability to build and maintain effective relationships with clients, colleagues, and team members.
• Functional knowledge of guaranteed cost program design and coverage forms.
• High degree of accuracy and attention to detail in a fast-paced environment.
• Problem-solving skills for non-routine but not overly complex issues.
• Familiarity with self-serve portals and client training.

Education:

• High School Diploma or equivalent required.

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