Available Positions

Personal Lines Client Manager

Position Description

Provide exceptional Customer Service to existing clients and new prospects. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, account executives and carrier representatives to deliver superior client service experience. Independent Agency experience is preferred with a minimum of 5 years prior experience and Property & Casualty Licensed is required.

Reports To

Personal Lines Account Manager

Essential Functions

• Prepare binder certificates, auto ID cards, automobile insurance cards, account summaries, endorsements, policies, lost policy release, and account balance status as needed.
• Ability to work on carrier websites for rating/quoting and making change requests.
• Prepare all invoice transactions including preparation of finance agreements.
• Inform and educate clients regarding policy coverage changes exclusions and other policy information.
• Maintain expiration log of existing assigned book of business.
• Adhere to all agency procedures and E&O guidelines.
• Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, and request for changes, thank you cards, etc.
• Provide technical support to account executives and producers.
• Participate in special projects and other duties assigned.

Competencies

• Ethical Conduct
• Strategic Thinking
• Decision Making
• Communications Proficiency
• Presentation Skills
• Strong Computer Skills. Experience with Applied EPIC Agency Management System (preferred).

Supervisory Responsibility

None

Work Environment

Flexibility for hybrid work schedule.

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. The employee must occasionally lift or move up to twenty-five pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

Position Type / Expected Hours of Work

Full Time Position – 40-hour work week

Travel

Travel is minimal, although some out-of-area and overnight travel may be expected

Required Education & Experience

• High School diploma or GED
• Minimum of at least 3 years of experience in similar position
• Active Ohio P&C license
• Organized, demonstrated skills in effective written, listening and verbal communication
• Possess persuasive communication skills in dealing with clients and associates
• Knowledge of personal lines coverage

Preferred Education & Experience

• Licensed Property & Casualty agent
• Advanced technical education in attainment of insurance related designations [CPCU, CIC, CISR

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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