Client Service Manager - Personal Insurance - Remote

Overview

The Client Service Manager will consistently provide the highest level of day-to-day client service to Personal Lines clients, including High Net Worth. This individual will help grow the assigned book and contribute to the overall growth, retention and profitability of the book and insurance department.

In Short

• Provide prompt, accurate and thoughtful service to clients.
• Establish and maintain good relationships with carrier underwriters.
• Ability to quote, process changes, pull coverage forms, use carrier websites.
• Review coverages and make suggestions for new coverages.
• Round out current policies with missing lines.
• Proactively remarket when needed.
• Process certificates and evidences of insurance.
• Negotiate with carriers for positive client outcomes.
• Produce quality proposals for renewals and new business.
• Manage and maintain accurate records for clients within EPIC.

Requirements

• Analytical Skills – Ability to structure and process qualitative or quantitative data.
• Attention to detail – Does not let important details slip through the cracks.
• Relationship Development – Ability to develop and maintain partnerships.
• Communication – Ability to understand and convey client desires.
• Flexibility/Adaptability – Adjusts to changing priorities.
• Follow-through on commitments – Lives up to agreements.
• Listening Skills - Comprehends client needs and desires.
• Creativity/innovation – Generates new approaches to problems.
• Technology Orientation – Proficiency in technical knowledge.
• Organization and Planning – Plans and organizes efficiently.

Benefits

• Multi-year recipient of Best Places to Work in Insurance.
• Family-owned business with over 85 years of experience.
• Commitment to strengthening and protecting clients.
• Equal opportunity workplace.
• Participation in E-Verify.