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. 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.
• Quote, process changes, and pull coverage forms.
• 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.

Requirements

• Analytical Skills – Ability to 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 provide direction.
• Flexibility/Adaptability – Adjusts to changing priorities.
• Follow-through on commitments – Lives up to agreements.
• Listening Skills - Understands client needs and desires.
• Creativity/innovation – Generates new approaches to problems.
• Openness to criticism and ideas – Solicits feedback and reacts calmly.
• Technology Orientation – Proficient in technical knowledge of the field.
• Organization and Planning – Plans and organizes efficiently.
• Work ethic – Strong willingness to work hard.

Benefits

• A multi-year recipient of Best Places to Work in Insurance.
• Full-service insurance brokerage with over 20 offices.
• Family-owned business for over 85 years.
• Strong commitment to clients and community.
• Equal opportunity workplace.