Insurance- Personal Lines Client Manager
Job Description
We are looking for an Insurance Personal Lines Client Manager who shares this philosophy and wants to build meaningful, long-term relationships with the members of our community. You will spend your days providing expert guidance, tackling interesting coverage challenges, and helping our neighbors protect what matters most to them. If you appreciate a collaborative environment where your hard work is noticed and your personal growth is encouraged, you’ll find a welcoming home here with us. We are eager to bring someone on board who brings both expertise and a warm, service-oriented heart to everything they do.
Benefits
- Paid Time Off (PTO)
- Flexible Schedule
- Health Insurance
- Dental Insurance
- Vision Insurance
- Mon-Fri Schedule
- Evenings Off
- Hands on Training
- Retirement Plan
Responsibilities
Manage a dedicated book of personal lines business, serving as the main point of contact for our policyholders.
Guide clients through their insurance options, explaining coverages and suggesting adjustments that offer better protection.
Process renewals, handle mid-term changes, and resolve billing inquiries with accuracy and care.
Identify potential coverage gaps for clients and proactively offer solutions to ensure they are well-protected.
Collaborate with our carrier partners to negotiate terms and resolve complex policy issues on behalf of our clients.
Keep accurate and thorough documentation of all client interactions within our management system.
Requirements
Active Pennsylvania Property & Casualty Insurance License.
Three or more years of experience managing personal lines accounts.
Strong command of agency management systems and Microsoft Office Suite.
Clear, empathetic communication skills, both written and verbal.
Attention to detail when reviewing policies and endorsements.
Prior experience with carrier portals for quoting and policy issuance.