Personal Lines Client Manager — Hybrid Work

Unison Risk Advisors Inc.; Kendall (FL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Unison Risk Advisors Inc. in Florida is seeking a Personal Lines Client Manager to deliver exceptional service and manage relationships for an assigned book of business.

You will act as the primary contact between clients and carriers, retaining clients through proactive service and accurate price quotes for new and existing clients. Responsibilities include servicing day-to-day client needs, processing policy changes, renewals, and communications with producers and carriers.

Qualifications

• 3+ years of insurance expertise with personal lines.
• Strong knowledge of the insurance marketplace and carriers.
• Ability to explain coverages clearly and advise clients.
• Experience with agency management systems preferred.
• Property & Casualty license preferred (440).

Responsibilities

• 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.
• 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.
• 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.

Skills

Insurance knowledge

Client service

Communication

Problem solving

Education

Property & Casualty license

Tools

Applied Epic

AMS360

Job description

Unison Risk Advisors Inc. in Florida is seeking a Personal Lines Client Manager to deliver exceptional service and manage relationships for an assigned book of business.

You will act as the primary contact between clients and carriers, retaining clients through proactive service and accurate price quotes for new and existing clients. Responsibilities include servicing day-to-day client needs, processing policy changes, renewals, and communications with producers and carriers.