Personal Lines Client Services Lead

Blue Ridge Risk Partners; Greenbelt, Northern (MD, KY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

401(k) with matching

Paid Time Off

Life & Disability Insurance

Family Oriented and Empowering Culture

Great Work/Life Balance

Job summary

Blue Ridge Risk Partners in Greenbelt, MD is seeking a Personal Lines Service Manager to be the go-to for a defined client group, handling policy updates, billing questions, cancellations, and coverage changes with a focus on simple, stress-free service.

Requirements include a valid Property & Casualty license, 2+ years in personal insurance, excellent communication, and proficiency with Microsoft Office and insurance software.

Qualifications

• 2+ years of experience in personal insurance.
• Valid Property & Casualty Insurance License.
• Excellent communication and customer-service skills.
• Comfort with Microsoft Office and insurance software.

Responsibilities

• Deliver amazing service- answering questions, solving problems, and making clients feel valued
• Manage policies- handle changes, cancellation, and updates for your assigned clients
• Support billing and payments- help clients understand their bills and resolve any issues
• Talk coverage- discuss options and help clients find the best fit for their needs
• Keep records straight- log all interactions and updates accurately
• Work as a team- collaborate with coworkers and underwriters to get things done
• Stay compliant- follow industry rules and company policies through all interactions
• Boost retention- keep clients coming back with excellent service and minimal cancellations

Skills

Client service excellence

Communication skills

Attention to detail

Multitasking

Education

Property & Casualty License

Tools

Microsoft Office

Insurance software

Job description

Blue Ridge Risk Partners in Greenbelt, MD is seeking a Personal Lines Service Manager to be the go-to for a defined client group, handling policy updates, billing questions, cancellations, and coverage changes with a focus on simple, stress-free service.

Requirements include a valid Property & Casualty license, 2+ years in personal insurance, excellent communication, and proficiency with Microsoft Office and insurance software.