Client Manager - Personal Lines

Key Responsibilities

• Owns and manages client relationships across an assigned book of business.
• Serves as primary point of contact for client needs, service requests, and coverage strategy.
• Exercises independent judgment in evaluating risk exposures and recommending insurance solutions.
• PARTNERS WITH SALES EXECUTIVES AND CLIENT EXECUTIVES TO SUPPORT BUSINESS RETENTION AND GROWTH.
• LEADS ALL PHASES OF RENEWAL AND REMARKETING PROCESSES INCLUDING APPLICATIONS, NEGOTIATIONS, QUOTES, AND PROPOSALS.
• EVALUATES AND PROCESS POLICY CHANGES, ENSURING TIMELY AND ACCURATE EXECUTION.
• PREPARES STEWARDSHIP AND INSURANCE SUMMARY REPORTS.
• MANAGES BILLING, INVOICING, AND RESOLVES ACCOUNTING DISCREPANCIES WITH CLIENTS AND CARRIERS.
• MANTAINS ACCURATE ACCOUNT RECORDS AND DOCUMENTATION IN AGENCY SYSTEMS.
• ENSURES SERVICE DELIVERY MEETS AGENCY STANDARDS AND TIMELINES.
• MONITORS POLICY CHANGES AND ENSURES ALIGNMENT WITH CLIENT STRATEGY.
• PROVIDES CONSISTENT AND PROFESSIONAL COMMUNICATION DOCUMENTATION.
• COLLABORATES WITH INTERNAL TEAMS AND CARRIER PARTNERS TO ALIGN SERVICE DELIVERY.
• Maintains strong underwriter relationships to support optimal outcomes.
• ATTENDS CLIENT MEETINGS AND CONTRIBUTES TO SERVICE STRATEGY EXECUTION.
• IDENTIFIES CROSS-SELL AND COVERAGE ENHANCEMENT OPPORTUNITIES.
• SUPPORTS RETENTION GOALS ALIGNED WITH AGENCY STANDARDS.
• PARTICIPATES IN CLIENT STRATEGY DEVELOPMENT AND IMPLEMENTATION.
• IDENTIFIES OPPORTUNITIES FOR PROCESS IMPROVEMENT AND EFFICIENCY.
• STAYS CURRENT ON INDUSTRY TRENDS, UNDERWRITING APPETITES, AND CARRIER SYSTEMS.
• Pursues continued education and professional designations.
• DELIVERS HIGH-QUALITY CLIENT SERVICE AND RETENTION OUTCOMES.
• MANTAINS ACCURACY AND COMPLETENESS OF CLIENT RECORDS AND DELIVERABLES.
• PROVIDES TIMELY, STRATEGIC INSURANCE GUIDANCE AND SOLUTIONS.
• BUILD STRONG, TRUSTED RELATIONSHIPS WITH CLIENTS AND CARRIER PARTNERS.
• EXERCISES SOUND JUDGMENT, PRIORITIZATION, AND OWNERSHIP.

Qualifications

• Bachelor’s degree in Business Administration, Risk Management, or equivalent experience.
• 3–5+ years of related Property & Casualty experience.
• Property & Casualty License.
• Strong organizational, problem-solving, and analytical skills.
• Ability to work independently and manage multiple priorities.

Preferred

• Prior client management experience in Property & Casualty.
• Experience working with carrier systems and underwriting processes.
• Advanced certifications or designations in insurance field.