Personal Lines Client Service Manager
On-siteBeaufort, South Carolina, United States
Job Summary
Process endorsements, cancellations, and billing inquiries for personal lines policies while verifying rates and exposures to ensure accurate records. Prepare endorsement requests for carrier submission, follow up on confirmations, and handle certificate of insurance and ID card requests. Collaborate with Senior Insurance Managers for review and approval of renewals, maintaining organized agency files and responding to service requests promptly. Provide exceptional client service and support retention efforts through proactive communication and problem-solving. Adhere to established agency procedures to foster strong relationships with clients and internal stakeholders.
Required Qualifications
- Active Property and Casualty license
- 2 years of experience in property and casualty servicing
- Ability to lift 25 pounds
- Repeated use of sight to read documents and computer screens
- Repeated use of hearing and speech to communicate on telephone and in person
- Repetitive hand movements, such as keyboarding, writing, 10-key
- Walking, bending, sitting, reaching and stretching in all directions
Desired Qualifications
- 2 years of experience in property and casualty servicing preferred
- Applied Epic experience
- Knowledge of similar Account Management System (AMS)
- Familiarity of carrier systems
- Working knowledge of Microsoft Excel, Word, and Outlook
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