Personal Lines Client Manager jobs in United States
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M3 Insurance · 1 week ago

Personal Lines Client Manager

M3 Insurance is an insurance broker dedicated to managing risk and providing benefits to clients. They are seeking a Personal Lines Client Manager to support the Personal Lines sales team in servicing accounts, writing new business, and retaining existing accounts while ensuring high client satisfaction.

Commercial InsuranceHealth CareHealth InsuranceInsurance
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Growth Opportunities

Responsibilities

Lead service on assigned book(s) of business by organizing internal resources as appropriate
Provide client service for assigned book of business, including responding to customer inquiries about policies, coverages, claims, and billing
Work with Client Executive(s) and underwriters on new business and renewals
Assist in cross-selling by offering additional coverages to clients and referring clients to other lines of business
Maintain positive relationships with Client Executives, other agency staff, clients, and carriers

Qualification

PropertyCasualty InsuranceCasualty LicenseMicrosoft WordMicrosoft ExcelMicrosoft PowerPointCustomer Service SkillsProfessional DemeanorOrganizational SkillsCommunication SkillsTime ManagementConfidentiality

Required

Minimum of four years of property and casualty insurance agency or company experience OR education in commercial insurance desired
Proficiency in Microsoft Word, Excel, and PowerPoint
Property and Casualty License or ability to obtain within 120 days
Strong organizational, communication, and customer service skills
Ability to manage time effectively and prioritize tasks
Professional demeanor and the ability to maintain confidentiality

Benefits

Medical, Dental, and Vision Insurance
Health Savings Accounts
Health Care & Dependent Care Flexible Spending Accounts
Disability Benefits
Life Insurance
Voluntary Benefits
Paid-Time Off
Retirement Benefits

Company

M3 Insurance

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About M3 M3 Insurance is a top private and independent insurance broker and risk management firm in the nation.

Funding

Current Stage
Growth Stage

Leadership Team

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Elizabeth Dettman
Chief Financial Officer
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Mike Moore
Chief Operating Officer
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Company data provided by crunchbase