Personal Lines Senior Client Manager

Personal Lines Senior Account Manager

Job Summary

Looking for a dedicated and experienced Personal Lines Senior Account Manager to join a growing team. This role is integral to supporting Account Executives in managing and retaining client relationships.

Compensation Package

Salary Range: $60,000 - $68,000 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 all tasks are completed accurately and on time.

Build and maintain strong client relationships by providing exceptional service and professional communication.

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) and experience with Applied/Epic or similar agency management software preferred.

Other Requirements:

Strong administrative and computing skills.

Ability to work independently and collaboratively with team members.

Self-motivated with a sense of urgency and ability to meet deadlines.

Excellent written and verbal communication skills, including active listening and problem-solving abilities.

Strong multitasking and prioritization skills, with discretion in handling sensitive information.

Professional demeanor and positive attitude.

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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