Personal Lines Senior Client Manager/Team Lead
The Jonus Group, Needham Heights, Massachusetts, us, 02494
Overview
Personal Lines Senior Client Manager/Team Lead Seeking a highly motivated and experienced professional to join a dynamic team. This role is integral to supporting the Account Executive in managing client relationships and ensuring client retention. The successful candidate will oversee a high-volume book of personal lines insurance business, providing exceptional service and fostering strong client relationships. Compensation & Benefits
Salary: $65,000 - $70,000 annually Benefits: Comprehensive benefits package, including 401(k) Work Environment: In-office role with no travel required Responsibilities
Manage a high-volume book of personal lines insurance business, ensuring timely and accurate completion of all tasks. Build and maintain strong client relationships, providing exceptional service and advocacy. Handle renewals, service requests, claims, billing, and new policies. Maintain a thorough understanding of market appetites, underwriting guidelines, and submission procedures. Review applications, policies, endorsements, and audits for accuracy. Conduct loss/claim analysis and prepare summaries. Coordinate expiration lists with the department manager to secure renewal business information. Identify opportunities for cross-selling and upselling insurance products. Qualifications
Bachelor’s degree or equivalent work experience (preferred). Minimum of 3-7 years of experience in Personal Lines Account Management. Active Property & Casualty License (required). Valid driver’s license and insurance (required). Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Experience with Applied/Epic or similar agency management software (preferred). Strong organizational and multitasking skills with the ability to prioritize and meet deadlines. Excellent written and verbal communication skills, with the ability to actively listen and problem-solve independently. Self-motivated, detail-oriented, and able to maintain a professional demeanor and positive attitude.
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Personal Lines Senior Client Manager/Team Lead Seeking a highly motivated and experienced professional to join a dynamic team. This role is integral to supporting the Account Executive in managing client relationships and ensuring client retention. The successful candidate will oversee a high-volume book of personal lines insurance business, providing exceptional service and fostering strong client relationships. Compensation & Benefits
Salary: $65,000 - $70,000 annually Benefits: Comprehensive benefits package, including 401(k) Work Environment: In-office role with no travel required Responsibilities
Manage a high-volume book of personal lines insurance business, ensuring timely and accurate completion of all tasks. Build and maintain strong client relationships, providing exceptional service and advocacy. Handle renewals, service requests, claims, billing, and new policies. Maintain a thorough understanding of market appetites, underwriting guidelines, and submission procedures. Review applications, policies, endorsements, and audits for accuracy. Conduct loss/claim analysis and prepare summaries. Coordinate expiration lists with the department manager to secure renewal business information. Identify opportunities for cross-selling and upselling insurance products. Qualifications
Bachelor’s degree or equivalent work experience (preferred). Minimum of 3-7 years of experience in Personal Lines Account Management. Active Property & Casualty License (required). Valid driver’s license and insurance (required). Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Experience with Applied/Epic or similar agency management software (preferred). Strong organizational and multitasking skills with the ability to prioritize and meet deadlines. Excellent written and verbal communication skills, with the ability to actively listen and problem-solve independently. Self-motivated, detail-oriented, and able to maintain a professional demeanor and positive attitude.
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