Personal Insurance Client Service Manager

The Jonus Group • East York, PA

4d

About The Position

Personal Insurance Client Service Manager Job Summary Seeking a highly motivated and customer-centric Personal Insurance Client Service Manager to join a dedicated team. The ideal candidate will act as a primary point of contact for personal insurance clients, ensuring exceptional service by addressing inquiries, managing policy changes, and maintaining strong relationships.

Requirements

• Minimum of 3-5 years of experience in a similar client service or account management role within the insurance industry.
• Proven expertise in managing personal insurance accounts, including homeowners, auto, and umbrella insurance policies.
• Strong interpersonal and communication skills, with the ability to convey technical insurance information in a customer-friendly manner.
• Exceptional organizational abilities, with a keen attention to detail in managing multiple client accounts simultaneously.
• Ability to work independently and collaboratively within a team environment.
• Proficiency in insurance agency management systems and MS Office Suite.
• Holds an active P&C (Property and Casualty) insurance license.

Responsibilities

• Serve as a trusted advisor to clients, addressing their personal insurance needs and concerns with professionalism and efficiency.
• Manage and maintain client accounts, ensuring policies are accurately updated and renewed in a timely manner.
• Provide detailed explanations of insurance policies, coverage options, and premiums to support informed decision-making by clients.
• Handle client inquiries, endorsements, and claims with a sense of urgency and care, providing resolution and follow-up as needed.
• Develop and strengthen relationships with clients to foster trust, satisfaction, and long-term retention.
• Collaborate with insurance carriers and internal teams to ensure policies align with client expectations and organizational standards.
• Identify cross-sell and upsell opportunities based on client needs.
• Ensure compliance with industry regulations and company policies while maintaining the highest standards of ethical conduct.
• Continuously seek opportunities to enhance processes and improve customer experiences.
• Proactively maintain a comprehensive knowledge of personal insurance products, industry trends, and market developments.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed