Personal Lines Senior Client Manager

Company Overview 

• Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.  
• Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.  
• May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities.  

• Evaluates exposures and renewal quote  

• Review upcoming renewals and determine which accounts warrant remarket  

• Make coverage recommendations  

• Utilize comparative rater tool to obtain quotes  

• Transact agency billing (where applicable)  

• Obtain signed binding and notifies carriers  

• Reviews binding documents for accuracy  

• Contract Reviews  

• Responsible for rounding out accounts and “Selling all of World”  

• Setup and maintain accurate account details, contacts, and policy information in EPIC  

• Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance  

• Attach, organize, and name documents in EPIC  

• Initiate endorsements, proofs of insurance and invoices   

• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.  

• Create activities in EPIC and assign to applicable team member  

• May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.  

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

• Must hold state Property & Casualty insurance license  

• Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products.  

• Able to understand new technology platforms quickly 

• Proficient in agency management systems and carrier sites 

• Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.  

• Able to work in a team environment. Easily gains the trust and support of peers.  

• Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.  

• Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment.  

• Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.  

• Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.  

• High School Diploma or Equivalent