Client Manager, Personal Lines

Unison Risk Advisors Inc.; Boca Raton (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work (4 days in office, 1 day?

Health insurance

PTO 21 days

Company stock/ownership

Job summary

NSI Insurance is seeking a Personal Lines Client Manager in Boca Raton to deliver exceptional service, manage an assigned book of business, and serve as the primary contact between clients and insurance carriers.

You will handle policy changes, renewals, quotes, and documentation, maintain accurate client records, and coordinate with producers to meet deadlines while upholding confidentiality. Hybrid work is available.

Qualifications

• 3+ years of Insurance Expertise with Personal Lines knowledge.
• Strong understanding of carrier processes and policy terms.
• Ability to explain coverages clearly to clients.
• Proven client-service and relationship-building skills.

Responsibilities

• Serve as the primary day-to-day contact for assigned NSI Insurance clients.
• Respond promptly to client inquiries and service requests.
• Manage day-to-day servicing of assigned clients.
• Process policy changes, endorsements, cancellations, renewals.
• Prepare price quotes for new and existing clients.
• Coordinate with producers to collect required documentation.
• Review policies for accuracy and maintain client records.

Skills

Insurance Expertise

Personal Lines

Client Relations

Communication

Education

Property & Casualty License

Job description

The Personal Lines Client Manager is responsible for delivering exceptional service and helping NSI’s clients protect their assets. They are responsible for managing all client relations and services within assigned book of business. They are also responsible for acting as primary contact between clients and insurance carriers and retaining clients through good customer service. Must be able to prepare and provide price quotes for all new and existing clients.

Delivering an Exceptional Client Experience

• Serve as the primary day-to-day contact for assigned NSI Insurance clients. Apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers.
• Respond promptly and professionally to client inquiries and service requests.
• Build and maintain strong relationships with clients, carrier partners, and internal team members.
• Research and resolve client issues by coordinating with insurance carriers and internal stakeholders to ensure timely and accurate resolution.
• Contact clients and/or producers to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services.
• Identify opportunities to improve the client experience and communicate recommendations.
• Escalate complex service issues to leadership when appropriate.
• Maintain confidentiality of client information and business records.

Managing Client Service and Account Administration

• Manage the day-to-day servicing of assigned clients.
• Process policy changes, endorsements, cancellations, reinstatements, and renewals.
• Coordinate issuance of certificates of insurance, auto ID cards, evidence of property insurance, and other policy documentation.
• Review policies, endorsements, and carrier documents for accuracy and completeness.
• Maintain accurate client records and documentation within the agency management system.
• Plan, prioritize, and complete daily workload while balancing new business, renewals, and service requests to meet internal and client deadlines.
• Monitor outstanding items and follow through to completion.

Supporting Renewals and Marketing Activities

• Prepare and provide price quotes for all new and existing clients.
• Prepare and submit bid specifications to be mailed to carriers.
• Compare bid results as received and determine recommendations for clients.
• Process new cases by requesting appropriate documentation from producers or clients as needed.
• Coordinate enrollment process with producers or clients.
• Quote, bind and underwrite all renewal applications and new business.
• Issue endorsements for all client policy changes.
• Process claims.
• Perform new case installation.
• Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update system.
• Remain current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client; stays proficient in the use of all carrier systems that relate to the assigned book of business.
• Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.
• Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit.
• Schedule and hold renewal meetings with clients and/or producers.
• Update principals on renewal results.
• Assist in identifying coverage gaps or additional risk management opportunities for existing clients.

You may be a great fit if you:

• Take pride in producing accurate, high-quality work and delivering exceptional client service.
• Thrive in a collaborative, fast-paced, detail-oriented environment.
• Build trusted relationships with clients, carrier partners, and internal partners.
• Prioritize competing demands while maintaining accuracy and meeting deadlines.
• Communicate clearly and professionally, both verbally and in writing.
• Demonstrate strong analytical, critical thinking, and take a proactive approach to problem‑solving and follow‑through on client issues.
• Maintain exceptional organizational skills. Capable of managing multiple accounts while ensuring accuracy in policies and proposals.
• Adapt quickly to changing client needs and business priorities.

Required

• 3+ years of Insurance Expertise – Strong understanding of Personal Lines coverages.
• Market and Industry Knowledge– In-depth knowledge of the insurance marketplace, including carriers and coverage options.
• Client-Centric Mindset – Ability to clearly explain coverages to clients and provide tailored risk management solutions.
• Strong written/ verbal communication skills with the ability to educate and advise clients confidently.
• Relevant Work Experience – Previous experience at a local agency or insurance is highly desirable. Prior Property & Casualty client management experience.
• License– Property & Casualty License preferred, Customer Representative 440 minimum allowed.

Preferred Qualifications

• Experience working with agency management systems such as Applied Epic, AMS360, or similar platforms.
• Insurance designations such as CISR, CIC, or CRM are a plus.

Employee Benefits

• Comprehensive medical, dental and vision plans with 100% company paid premiums and numerous supplemental benefit offerings.
• Generous Paid Time Off (21 days).
• Ownership in the company in the form of company stock (discretionary profit‑sharing and 401(k) match contribution).
• Company paid life insurance, short and long‑term disability.
• Financial support for professional development and licensure/designations.
• Hybrid work (4 days in the office and 1 day remote with a 220 license).