Client Manager - Personal Lines

Responsibilities:

• Handle daily account management tasks for assigned personal insurance clients, including policy changes, renewals, and claims processing.
• Communicate effectively with clients to identify their needs, develop new insurance opportunities, and close sales.
• Utilize the agency management computer program to maintain accurate client records and policy information.

Qualifications:

• Must possess a valid Property and Casualty Insurance License and have at least one year of personal lines insurance experience.
• Requires excellent organizational, interpersonal, and communication skills, with the ability to work well in a team environment.
• Needs thorough knowledge of personal lines coverage and markets, along with experience using client management systems like AMS360 and proficiency in Excel and Word.

Benefits and Culture:

• The company provides a comprehensive benefits package including medical, dental, vision, life insurance, and a 401(k) plan.
• It fosters a collaborative and result-oriented culture that values individual and team successes, with a commitment to providing an equal opportunity and discrimination-free workplace.
• Employees receive 11 paid holidays and a flexible, unlimited PTO policy to support work-life balance.