Personal Lines Client Success Manager | Hybrid + Equity

NSI Insurance Group; Marco Island (FL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Hybrid work schedule

Company stock and profit-sharing

401(k) match

Job summary

NSI Insurance Group in Florida seeks a Personal Lines Client Manager to deliver exceptional client service and manage client relationships as the primary liaison with carriers. You will coordinate renewals, endorsements, and policy documentation while preparing quotes for new and existing clients.

Responsibilities include maintaining client records, supporting renewals/marketing, and proactively identifying coverage gaps to improve the client experience.

Qualifications

• 3+ years of insurance experience with strong Personal Lines knowledge.
• Ability to explain coverages and provide tailored risk management solutions.
• Strong written and verbal communication; proactive problem solving.

Responsibilities

• Serve as the primary day-to-day contact for assigned NSI Insurance clients and provide informed service and advisory support.
• Respond promptly to client inquiries and service requests and maintain client records.
• Build and maintain relationships with clients, carriers, and internal teams; coordinate with carriers for timely resolutions.
• Prepare price quotes for new and existing clients and present bid results.
• Process policy changes, endorsements, cancellations, renewals, and issuance of certificates of insurance.
• Review policies and carrier documents for accuracy and completes documentation in the agency system.
• Support renewals and marketing activities, including bid specs and renewal proposals.
• Identify coverage gaps and opportunities for enhanced risk management.

Skills

Insurance knowledge

Client management

Communication skills

Analytical thinking

Organization

Education

Property & Casualty license preferred

Tools

Applied Epic

AMS360

Job description

NSI Insurance Group in Florida seeks a Personal Lines Client Manager to deliver exceptional client service and manage client relationships as the primary liaison with carriers. You will coordinate renewals, endorsements, and policy documentation while preparing quotes for new and existing clients.

Responsibilities include maintaining client records, supporting renewals/marketing, and proactively identifying coverage gaps to improve the client experience.