Personal Lines Senior Associate Client Rep

Job Description

Personal Lines Senior Account Manager

Job Summary

Seeking a highly skilled and experienced Personal Lines Senior Account Manager. This role is an excellent opportunity for a motivated professional with a strong background in personal property and casualty insurance. The successful candidate will independently manage client services, deliver renewal messaging, and provide expert recommendations to clients. This position is based in-office and offers the chance to work in a dynamic and fast-paced environment with a leading insurance brokerage firm.

Responsibilities

• Evaluate exposures and renewal quotes.
• Review upcoming renewals and determine accounts requiring remarketing.
• Make informed coverage recommendations to clients.
• Utilize comparative rater tools to obtain quotes.
• Handle agency billing transactions where applicable.
• Obtain signed binding documents and notify carriers.
• Review binding documents for accuracy.
• Conduct contract reviews.
• Expand accounts by cross-selling additional services.
  
  

Other Responsibilities

• Maintain accurate account details, contacts, and policy information in EPIC.
• Process renewals, endorsements, cancellations, and proofs of insurance.
• Organize and attach documents in EPIC.
• Initiate endorsements, proofs of insurance, and invoices.
• Generate standard client and carrier communications using templates.
• Create and assign activities in EPIC.
• Pull relevant reports such as MVR, CLUES, Risk Meters, and RCE as needed.
  
  

Qualifications/Requirements

• Minimum of 3 years of experience in personal property and casualty insurance.
• Comprehensive understanding of insurance coverages.
• Must hold a valid state Property & Casualty insurance license.
• Proficiency in Microsoft Excel (formulas, charts, tables), Word, and other MS Office products.
• Ability to quickly learn and adapt to new technology platforms.
• Experience with agency management systems and carrier sites.
• Strong customer service skills with a hands-on, personal approach.
• Effective team player with the ability to build trust and support peers.
• Deep understanding of client requirements, market trends, and industry standards.
• High attention to detail, organizational skills, and ability to work in a fast-paced environment.
• Strong problem-solving and critical-thinking abilities.
• Familiarity with EPIC software preferred.
  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.