Personal Lines Client Service Manager

Personal Lines Client Service Manager

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations.

Supervisory Responsibilities : None

Essential Tasks :

• Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt.
• Verification of rates, exposures, and prior premiums to ensure accurate policy records.
• Handling / processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency.
• Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals.
• Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving.
• Respond to and process certificate of insurance (COI), ID Cards, and billing questions as needed.
• Maintain accurate and organized agency files, and process incoming mail and service requests promptly.
• Adhere to established agency procedures and best practices.
• Foster strong working relationships with both clients and internal stakeholders to support overall service excellence.
• Ability to perform other duties as assigned.

Core Competencies :

Experience and Education :

Licensing and Credentials :

Systems :

Physical Requirements :

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.