Personal Lines Senior Client Manager

The Jonus Group • Bogota, NJ

3d • $60,000 - $70,000 • Onsite

About The Position

Seeking a highly skilled and experienced Personal Lines Senior Client Manager to join a team. This role is pivotal in delivering exceptional client service and managing a high-volume book of business. The ideal candidate will have a strong background in personal property and casualty insurance, a deep understanding of market trends, and the ability to work independently in a fast-paced environment. This is an in-office position offering a dynamic and professional work environment with opportunities for growth and development.

Requirements

• Minimum of 3 years of experience in personal property and casualty insurance
• Comprehensive understanding of insurance coverages
• Active state Property & Casualty insurance license
• Proficiency in Microsoft Excel (formulas, charts, and tables), Word, and other MS Office products
• Ability to quickly learn and adapt to new technology platforms
• Proficiency in agency management systems and carrier sites
• Strong customer service skills with a hands-on, personal approach
• Effective team player with the ability to build trust and support peers
• In-depth understanding of client requirements, market trends, and industry standards
• Highly organized, detail-oriented, and capable of managing tasks in a fast-paced environment
• Strong problem-solving and critical-thinking skills to resolve complex issues
• Ability to develop and implement short- and long-term strategies

Nice To Haves

• Experience with EPIC agency management software

Responsibilities

• Evaluate exposures and renewal quotes
• Review upcoming renewals and determine accounts requiring remarketing
• Make coverage recommendations to clients
• Utilize comparative rater tools to obtain quotes
• Manage agency billing transactions
• Obtain signed binding documents and notify carriers
• Review binding documents for accuracy
• Conduct contract reviews
• Expand accounts by offering additional services and products
• Maintain accurate account details, contacts, and policy information in EPIC
• Process renewals, endorsements, cancellations, and proofs of insurance
• Organize and attach documents in EPIC
• Generate standard client and carrier communications using templates
• Create and assign activities in EPIC
• Pull relevant reports such as MVR, CLUES, Risk Meters, and RCE

Benefits

• Comprehensive benefits package, including 401(k)

What This Job Offers

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