Personal Lines Senior Client Manager​/Team Lead

Overview

Personal Lines Senior Client Manager/Team Lead

Seeking a highly motivated and experienced professional to join a dynamic team. This role is integral to supporting the Account Executive in managing client relationships and ensuring client retention. The successful candidate will oversee a high-volume book of personal lines insurance business, providing exceptional service and fostering strong client relationships.

• Salary: $65,000 - $70,000 annually
• Benefits:
  Comprehensive benefits package, including 401(k)
• Work Environment:
  In-office role with no travel required

• Manage a high-volume book of personal lines insurance business, ensuring timely and accurate completion of all tasks.
• Build and maintain strong client relationships, providing exceptional service and advocacy.
• Handle renewals, service requests, claims, billing, and new policies.
• 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 expiration lists with the department manager to secure renewal business information.
• Identify opportunities for cross-selling and upselling insurance products.

• Bachelor’s degree or equivalent work experience (preferred).
• Minimum of 3-7 years of experience in Personal Lines Account Management.
• Active Property & Casualty License (required).
• Valid driver’s license and insurance (required).
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience with Applied/Epic or similar agency management software (preferred).
• Strong organizational and multitasking skills with the ability to prioritize and meet deadlines.
• Excellent written and verbal communication skills, with the ability to actively listen and problem-solve independently.
• Self-motivated, detail-oriented, and able to maintain a professional demeanor and positive attitude.