Personal Lines Client Service Manager

About the role

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations.

Responsibilities

• Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt.
• Verification of rates, exposures, and prior premiums to ensure accurate policy records.
• Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency.
• Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals.
• Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving.
• Respond to and process certificate of insurance (COI), ID Cards, and billing questions as needed.
• Maintain accurate and organized agency files, and process incoming mail and service requests promptly.
• Adhere to established agency procedures and best practices.
• Foster strong working relationships with both clients and internal stakeholders to support overall service excellence.
• Ability to perform other duties as assigned.

Core Competencies

• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Qualifications

• 2 years of experience in property and casualty servicing preferred
• Active Property and Casualty license required (company will help candidate obtain licensure if needed)

Skills

• Working knowledge of Microsoft Excel, Word, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
• Familiarity of carrier systems

Physical Requirements

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Benefits

• Medical, dental, vision, prescription drug coverage, 401K, equity prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing
• Company paid holidays, plus PTO
• Employee Wellness Program