Personal Lines Senior Client Manager

About the Role

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.

Majority of day-to-day responsibilities are spent on Primary Activities, with additional tasks from Other Responsibilities as applicable.

Responsibilities

Primary Activities (60% or more of time)

• Evaluates exposures and renewal quotes
• Review upcoming renewals and determine which accounts warrant remarketing
• Make coverage recommendations
• Utilize comparative rater tool to obtain quotes
• Transact agency billing (where applicable)
• Obtain signed binding and notify carriers
• Review binding documents for accuracy
• Responsible for contract reviews
• Round out accounts and “Sell all of World”

Other Responsibilities

• Setup and maintain accurate account details, contacts, and policy information in EPIC
• Process renewals, endorsements, 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 (e.g., BOR, client pre-renewal letters, proposal letters, change requests)
• Create activities in EPIC and assign to applicable team members
• May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE, etc.

Requirements

• 3+ years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages
• Must hold state Property & Casualty insurance license
• High School Diploma or Equivalent

Skills

• 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 and easily gain the trust and support of peers
• Deep and thorough understanding of client requirements, competitive market, industry trends
• Recognized internally and externally as a subject matter expert
• Consistent and accurate work output with high attention to detail and organization
• Able to apply organizational skills in a fast-paced environment
• Able to develop short- and long-term strategies that have high impact on clients/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

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 required every day; walking and standing required occasionally.