POSITION DESCRIPTION

The Personal Lines Client Manager provides assistance to producers and client executives in servicing new and renewal business. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, client executives and carrier representatives to deliver a superior client service experience.

REPORTS TO

Personal Lines Manager

ESSENTIAL FUNCTIONS

• Prepare binder certificates, auto ID cards, automobile insurance cards, account summaries, endorsements, policies, lost policy release and account balance status as needed.
• Prepare all invoice transactions including preparation of finance agreements.
• Inform and educate clients regarding policy coverage changes, exclusions and other policy information.
• Ability to work on carrier websites for rating/quoting and making change requests.
• Maintain expiration log of existing assigned book of business.
• Provide technical support to client executives and producers.
• Adhere to all agency procedures and E&O guidelines.
• Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, and request for changes, thank you cards, etc.
• Participate in special projects and other duties assigned.

COMPETENCIES

• Ethical Conduct
• Strategic Thinking
• Decision Making
• Communications Proficiency
• Presentation Skills
• Strong Computer Skills. Experience with Applied EPIC Agency Management System (preferred).

SUPERVISORY RESPONSIBILITY

None

WORK ENVIRONMENT

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. The employee must occasionally lift or move up to twenty-five pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

POSITION TYPE / EXPECTED HOURS OF WORK

Full Time Position – 40-hour work week

REQUIRED EDUCATION & EXPERIENCE

• High School diploma or GED
• Minimum of at least 3 years of experience in similar position
• Active Ohio P&C license
• Organized, demonstrated skills in effective written, listening and verbal communication
• Possess persuasive communication skills in dealing with clients and associates
• Knowledge of personal lines coverage

PREFERRED EDUCATION & EXPERIENCE

• B.S. degree
• Advanced technical education in attainment of insurance related designations [CPCU, CIC, CISR]