Personal Lines Client Success & Retention Manager

NavSav Holdings LLC; Tampa (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Retirement with up to 4% match

Paid holidays

Paid vacation

Vision Insurance

Supplemental Insurance

Dental Insurance

Job summary

NavSav Holdings LLC is seeking a Personal Lines Account Manager for our Tampa office to support client services and retention. You will build strong relationships, deliver prompt service, and assist clients with coverage changes and renewals to drive satisfaction and retention.

The ideal candidate holds a Property & Casualty license, can pass a background check, and demonstrates excellent communication, organization, and the ability to multi-task in a fast-paced agency environment.

Qualifications

• Property and Casualty license is required.
• Pass a background check.
• Experience in customer service.
• Strong verbal and written communication skills.
• Proficient with Microsoft Office and basic internet browsing.
• Confident self-starter who works well independently.
• Strong problem-solving abilities.
• Ability to multitask effectively.

Responsibilities

• Establish and develop exceptional customer relationships.
• Provide prompt, accurate, and friendly customer service.
• Discuss client coverage needs, gaps, billing concerns, policy changes, etc., and process changes.
• Provide policy reviews and remarket renewals as needed.
• Contribute to agency goals by following retention processes.

Skills

Customer service

Communication skills

Typing 45+ WPM

Independent worker

Problem-solving

Multitasking

Education

Property & Casualty license

Tools

Microsoft Office

Web browsers

Job description

NavSav Holdings LLC is seeking a Personal Lines Account Manager for our Tampa office to support client services and retention. You will build strong relationships, deliver prompt service, and assist clients with coverage changes and renewals to drive satisfaction and retention.

The ideal candidate holds a Property & Casualty license, can pass a background check, and demonstrates excellent communication, organization, and the ability to multi-task in a fast-paced agency environment.