Personal Lines Client Manager
Position Summary
With some guidance and/or direction, leads client service including ALL primary activities listed below. May deliver renewal messaging to some clients. Majority of time spent on standard process steps. Often auto-renewals.
Primary Responsibilities
- Evaluates exposures and renewal quote
- Reviews 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
- Setup and maintain accurate account details, contacts, and policy information in EPIC
- Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
- 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.
- Work with team members to complete tasks
Other Responsibilities, As Applicable
- Setup and maintain accurate account details, contacts, and policy information in EPIC
- Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
- 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.
Viewed as a team player and is cooperative and collaborative
Able to obtain firsthand customer information and use it for improvements in placements and services
Able to provide consultation of coverage needs
Strong written, oral, and interpersonal communication skills
Set to achieve day-to-day objectives within the context of specified solutions
Develops and implements work plans for completing projects
Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines
Proficient in self-serve portals and manages client training and utilization
Able to solve difficult problems that are not routine, but not overly complex
Able to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail
Physical Demands
- Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk.
- Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects.
- Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Viewed as a team player and is cooperative and collaborative
Able to obtain firsthand customer information and use it for improvements in placements and services
Able to provide consultation of coverage needs
Strong written, oral, and interpersonal communication skills
Set to achieve day-to-day objectives within the context of specified solutions
Develops and implements work plans for completing projects
Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines
Proficient in self-serve portals and manages client training and utilization
Able to solve difficult problems that are not routine, but not overly complex
Able to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail