Insurance- Personal Lines Client Manager

Highstreet Insurance Services; Emmaus (PA); Vor Ort; USD 55.000 - 85.000; Vollzeit

Benefits dieser Stelle

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Evenings Off

Hands on Training

Retirement Plan

Zusammenfassung

Highstreet Insurance Services in Emmaus, PA, is seeking an Insurance Personal Lines Client Manager who builds meaningful relationships with our community members. You will guide clients through coverage options, explain terms, and suggest adjustments to protect what matters most.

You will manage a dedicated book of personal lines, handle renewals, changes, and billing inquiries with care. Strong license, experience, and proficiency with agency management systems and MS Office are essential.

Qualifikationen

• Active Pennsylvania Property & Casualty license.
• 3+ years of personal lines account management experience.
• Experience with agency management systems and MS Office.
• Clear, empathetic written and verbal communication.
• Detail-oriented review of policies and endorsements.
• Experience with carrier portals for quoting and policy issuance.

Aufgaben

• Manage a dedicated book of personal lines business and be the main contact for policyholders.
• Guide clients through insurance options, explain coverages, and suggest adjustments for better protection.
• Process renewals, mid-term changes, and billing inquiries with accuracy.
• Identify coverage gaps and proactively offer solutions to ensure protection.
• Collaborate with carrier partners to negotiate terms and resolve complex policy issues.
• Maintain accurate documentation of all client interactions in the management system.

Kenntnisse

Empathetic communication

Attention to detail

Client relationship management

Ausbildung

Property & Casualty Insurance License (PA)

Tools

Agency management system

Microsoft Office

Carrier portals

Jobbeschreibung

Job Description

We are looking for an Insurance Personal Lines Client Manager who shares this philosophy and wants to build meaningful, long-term relationships with the members of our community. You will spend your days providing expert guidance, tackling interesting coverage challenges, and helping our neighbors protect what matters most to them. If you appreciate a collaborative environment where your hard work is noticed and your personal growth is encouraged, you’ll find a welcoming home here with us. We are eager to bring someone on board who brings both expertise and a warm, service-oriented heart to everything they do.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Evenings Off
• Hands on Training
• Retirement Plan

Responsibilities

• Manage a dedicated book of personal lines business, serving as the main point of contact for our policyholders.
• Guide clients through their insurance options, explaining coverages and suggesting adjustments that offer better protection.
• Process renewals, handle mid-term changes, and resolve billing inquiries with accuracy and care.
• Identify potential coverage gaps for clients and proactively offer solutions to ensure they are well-protected.
• Collaborate with our carrier partners to negotiate terms and resolve complex policy issues on behalf of our clients.
• Keep accurate and thorough documentation of all client interactions within our management system.

Requirements

• Active Pennsylvania Property & Casualty Insurance License.
• Three or more years of experience managing personal lines accounts.
• Strong command of agency management systems and Microsoft Office Suite.
• Clear, empathetic communication skills, both written and verbal.
• Attention to detail when reviewing policies and endorsements.
• Prior experience with carrier portals for quoting and policy issuance.