Client Manager – Personal Lines

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Accountable for managing a designated portfolio of clients

• Acts as the primary contact for all current clients

• Addresses all service inquiries, including billing questions and coverage options

• Ensures the accuracy of account files, records, and documentation

• Prepares and sends policy change requests to insurance carriers

• Tracks the progress of change requests

• Provides recommendations to both prospects and existing clients through an annual insurance review

• Compiles Stewardship & Insurance Summary reports for clients

• Cultivates client relationships and enhances retention rates

• Executes all stages of renewal and remarketing processes

• Identifies opportunities for coverage enhancements and cross-sales

• Resolves any accounting issues for clients and/or carriers

• Supports the Practice Leader, Team Leader, Client Executive, and Sales Executive teams

• Stays updated with industry changes and trends

• Fosters positive and productive relationships with all underwriters

• Pursues further education and skill development for professional designations

⛳️ Requirements

• Bachelor's degree in Business Administration or Risk Management

• 3 to 5 years or more of relevant experience, or a suitable combination of education and experience

• Previous experience in Property & Casualty support

• Prior experience in Property & Casualty client management

• Valid Property & Casualty License

• Outstanding organizational abilities

• Capability to solve problems, think logically, and work autonomously

• Performs well under pressure and adheres to deadlines

• Excellent written and verbal communication skills

• Ability to think strategically and develop an action plan based on available information

🏝️ Benefits

• Opportunities for professional development

• Chance to acquire new skills