Job Description

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations.

Supervisory Responsibilities: None


Essential Tasks:

  • Assist with Receptionist/Administrative responsibilities. 

  • Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt.

  • Verification of rates, exposures, and prior premiums to ensure accurate policy records.

  • Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency.

  • Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals.

  • Provide exceptional client service and support policy retention efforts throu...

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