Personal Lines Client Advocate: Renewals & Growth

Blue Ridge Risk Partners; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Blue Ridge Risk Partners is seeking a Personal Lines Client Manager to nurture client relationships, perform renewal reviews, and advise on coverage enhancements and discounts. The role emphasizes accurate account documentation and proactive client advocacy.

A strong insurance background and CPIA/CISR/CIC credentials are preferred, with emphasis on service excellence and regulatory compliance across client portfolios.

Qualifications

• Understand insurance policy structures and coverage options
• Provide exceptional client service and communication
• Familiar with agency management systems
• Identify sales opportunities and upsell strategies

Responsibilities

• Conduct renewal reviews and assess current coverage for gaps
• Advise clients on coverage enhancements, discounts, and deductible options
• Execute remarketing and account management to maintain satisfaction and retention
• Educate clients on policy benefits and advocate for their needs
• Maintain detailed records of client interactions and recommendations
• Stay updated on industry trends and regulatory requirements

Skills

Client relationship management

Policy knowledge

Upsell opportunities

Attention to detail

Regulatory/compliance

Education

High school diploma or equivalent

Property & Casualty license

Advanced designations (CPIA/CISR/CIC)

Tools

Agency management systems

Job description

Blue Ridge Risk Partners is seeking a Personal Lines Client Manager to nurture client relationships, perform renewal reviews, and advise on coverage enhancements and discounts. The role emphasizes accurate account documentation and proactive client advocacy.

A strong insurance background and CPIA/CISR/CIC credentials are preferred, with emphasis on service excellence and regulatory compliance across client portfolios.