Hybrid Personal Lines Client Manager – Client Success

NSI Insurance Group; Florida; On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Company stock

401(k) match

Life insurance

Disability insurance

Professional development support

Paid time off 21 days

Job summary

NSI Insurance Group seeks a Personal Lines Client Manager to deliver exceptional service, manage client relationships, and act as the primary liaison with carriers. You will prepare price quotes, coordinate policy documentation, and support renewals and bid processes to optimize client coverage.

The role emphasizes accurate policy administration, timely responses, and proactive client risk management in a fast-paced environment. A P&C license and local agency experience are preferred.

Qualifications

• 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 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.
• License– Property & Casualty License preferred, Customer Representative 440 minimum allowed.

Responsibilities

• Deliver an exceptional client experience and serve as the primary day-to-day contact for assigned NSI clients.
• Respond promptly and professionally to client inquiries and service requests.
• Build and maintain strong relationships with clients, carrier partners, and internal teams.
• Research and resolve client issues by coordinating with carriers and internal stakeholders.
• Evaluate client needs, present recommendations, and relay new product information.
• Identify opportunities to improve the client experience and communicate recommendations.
• Escalate complex service issues to leadership when appropriate.
• Maintain confidentiality of client information and records.
• Manage day-to-day servicing of assigned clients and process policy changes, endorsements, and renewals.
• Coordinate issuance of certificates of insurance and other policy documentation.
• Review policies for accuracy and maintain client records in the agency system.
• Balance workload to meet deadlines for new business, renewals, and service requests.
• Monitor outstanding items and follow through to completion.
• Prepare and provide price quotes for new and existing clients and submit bids to carriers.
• Compare bid results and determine client recommendations.
• Coordinate enrollment and underwriting for renewals and new business.
• Assist in identifying coverage gaps or risk management opportunities.

Skills

Insurance expertise

Personal lines knowledge

Client management

Communication skills

Local agency experience

Property & Casualty license

Job description

Client Manager, Personal Lines – Job Description

Position Summary

The Personal Lines Client Manager is responsible for delivering exceptional service and helping NSI Insurance Group clients protect their assets. This role manages all client relations and servicing activities within an assigned book of business, serves as the primary liaison between clients and insurance carriers, supports client retention through exceptional service, and prepares and provides price quotes for new and existing clients.

Key Responsibilities

Functional Leadership & Ownership

• Serve as the primary day-to-day contact for assigned clients.
• Build and maintain relationships with clients, carrier partners, and internal team members.
• Provide insurance expertise, guidance, and recommendations regarding personal lines coverage.
• Act as the primary liaison between clients and insurance carriers.
  
  

Hands-On Execution & Delivery

• Respond promptly to service requests and inquiries.
• Research and resolve client issues.
• Prepare and provide quotes for new and existing clients.
• Quote, bind, underwrite, and process policy transactions, claims, and endorsements.
  
  

Reporting, Quality & Operational Support

• Maintain accurate client records.
• Review policies and carrier documents for accuracy.
• Monitor outstanding items through completion.
• Balance renewals, service requests, and new business deadlines.
  
  

Cross-Functional Partnership & Integration

• Coordinate with carriers, producers, and internal stakeholders.
• Support enrollment, renewals, and case installations.
• Schedule and conduct renewal meetings.
• Communicate renewal results and recommendations.
  
  

Growth, Change & Special Initiatives

• Identify coverage gaps and risk management opportunities.
• Support marketing and carrier bid processes.
• Participate in implementation of new business.
• Support growth through client retention and expanded coverage solutions.
  
  

Process Improvement & Best Practices

• Recommend enhancements to the client experience.
• Stay current on carrier appetites, underwriting practices, and industry developments.
• Maintain proficiency in agency management and carrier systems.
• Promote efficient and scalable servicing practices.
  
  

Accountability

• Delivering exceptional client service and retention outcomes.
• Maintaining accuracy and quality of policies, proposals, and client records.
• Supporting seamless execution of renewals, claims, endorsements, and new business.
• Building trusted relationships with clients, carriers, and internal teams.
• Exercising sound judgment and ownership in servicing client accounts.
  
  

Required

Qualifications

• 3+ years of personal lines insurance experience.
• Strong understanding of personal lines coverages and insurance marketplace.
• Strong written and verbal communication skills.
• Prior property and casualty client management experience.
• Property & Casualty License preferred; Customer Representative 440 minimum accepted.
• Strong analytical, organizational, and problem-solving abilities.
  
  

Preferred

• Experience with Applied Epic, AMS360, or similar systems.
• CISR, CIC, CRM, or similar insurance designations.
• Experience working within an agency environment.
  
  

Key Competencies

• Client Service Excellence
• Ownership & Accountability
• Relationship Management
• Analytical Problem Solving
• Process Management & Continuous Improvement
• Collaboration & Communication
• Adaptability & Change Agility