Personal Lines Client Service Manager

Higginbotham•Brunswick, GA

8d•Onsite

About The Position

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations.

Requirements

1+ years of experience in property and casualty servicing preferred
Active Property and Casualty license required (company will help candidate obtain licensure if needed)
Working knowledge of Microsoft Excel, Word, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Familiarity of carrier systems

Nice To Haves

Ability to Analyze and Solve Problems
Attention to Detail
Communication Skills
Timely Task Completion
Team Collaboration
Client Focus
Dependability
Creative Thinking
Organizational Skills
Adaptability

Responsibilities

Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt.
Verification of rates, exposures, and prior premiums to ensure accurate policy records.
Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency.
Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals.
Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving.
Respond to and process certificate of insurance (COI), ID Cards, and billing questions as needed.
Maintain accurate and organized agency files, and process incoming mail and service requests promptly.
Adhere to established agency procedures and best practices.
Foster strong working relationships with both clients and internal stakeholders to support overall service excellence.
Ability to perform other duties as assigned.