Personal Lines - Private Client Manager

Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency’s procedures, issuance of certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, and responding to coverage questions in a timely manner.

Manage the renewal process for all assigned clients based on the agency’s retention strategies and requirements, including obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing renewal pricing as well as preparing the renewal proposal.

Prepare summaries of insurance, schedules, and proposals as needed for account review according to agency workflows.

Inform and educate clients about coverage, exclusions, and exposures, resolve issues, and make decisions regardi...