Personal Lines Account Manager

Personal Lines Client Manager

The Personal Lines Client Manager (CM) is the customer’s main contact person in the agency.

The CM must become familiar with all of his/her clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well served.

Essential Duties & Responsibilities

• Daily servicing of clients will include addressing various coverage issues and working with a personal lines producer(s) in handling all the inside service work associated with the client’s program, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies and assisting with claims.

• Quote all lines of business with all carriers via the carriers’ online quoting systems and communicate with underwriters.

• Prepare proposals, applications and bind coverage.

• Conduct stewardship meetings to successfully onboard new clients.

• Oversee the renewal process, including filling out renewal questionnaires, processing the renewal packets, and setting up and conducting renewal meetings.

• Process new and renewal policies (review policies to determine accuracy in issuance).

• Process endorsement requests via the carriers’ online systems or submit endorsements to the insurance company.

• Enter clients, policies, and activities in the agency management system and attach all carrier and client-related correspondence.

• Document all conversations in the agency management system.

• Run motor vehicle reports.

• Issue auto ID cards.

• Set up and/or modify billing plans, handle billing problems and process payments, as necessary.

• Prepare agency-bill invoices, as needed, and follow up on client payments.

• Process Evidences of Insurance.

• Report new claims and assist, as needed.

• Process cancellations.

• Follow all steps of the Personal Lines SOPs.

• Problem solving and decision-making – identify problems early and find solutions.

• Proactively seeking out knowledge opportunities for department and personal growth and development.

• Continue to develop detailed Standard Operating Procedures (SOPs) to create efficiencies.

• Prepare weekly High-Performance Team (HPT) meetings and attends scheduled agency meetings (EPIC, InCite, etc.).

Qualifications

• Bachelor’s Degree 

• Current California Insurance License

• 3+ years of experience in Personal Lines Client Management. 

• Knowledge and proficiency of PC applications, such as MS Office and EPIC. 

Abilities

• You lead through your actions and embrace your responsibilities.

• You’re a continuous learner who is always seeking to improve.

• You put the team first and create ways to make your peers better.

• You deliver an exceptional level of service to those you work with.

• You have strong interpersonal skills and thrive in a team environment.

• You’re an effective communicator; both written and verbal.

• You can be trusted to handle confidential and sensitive information.

• You have strong organization and project management skills.

• You have the ability to focus on the task-at-hand and multi-task as needed.

• You’re great with attention to detail and producing high-quality work.

• You’re able to grasp complex issues and establish proactive solutions to address those issues.

• You have strong editing and writing skills.

• You have a positive attitude and work ethic.

Salary: $65,000.00 – $80,000.00 per year