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Snellings Walters Insurance Agency · 20 hours ago

Personal Lines Client Manager

Atlanta, GA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Snellings Walters Insurance Agency is seeking a Personal Lines Client Manager to manage a book of personal insurance business. The role involves servicing, managing, retaining, and growing a high volume of accounts while ensuring accuracy in underwriting and client interactions.

Insurance

Work & Life Balance

Hiring Manager

Jessica Hawthorne

Responsibilities

Regarding new or renewal account activity; responsible for gathering applicable information for underwriting file, completing up-front underwriting to provide best placement of the risk, completing applications, if applicable, and updating internal management system (EPIC) with accurate data

Reviewing quotes for accuracy, ensuring agency standards, and preparing proposal summaries to clients at renewal with full summary review including suggestions on better/broader coverages available

Responsible for making sure all coverages are bound as requested, setting up correct pay plans, sending out all binders, ID cards and Certificates as needed

All general responsibilities associated with servicing a book of business: email, mail and telephone management of all accounts

Process change requests and endorsements through carrier sites; ensuring accuracy of changes

Maintaining and processing all accurate and timely account data, including policies, in management system (EPIC)

Managing client interactions for new claims and process through carriers, recommending companies for mitigation, confirming claim is received and adjuster is assigned, handling any questions or follow up calls as needed from insured or adjuster

Invoicing agency billed policies at issuance, changes or cancellation. Process any refunds to clients in a timely manner

Maintain client accounts using the SWIA service procedures and standards

Responsible for maintaining a minimum 93% retention rate on designated book of business

Certificates of Insurance issued when needed or requested by clients, banks, etc

Qualification

GA P&C Insurance License2 years PL client supportLevel 2 ExcelComplex client problem solvingFamiliar with Marketing ProcessCommunication skillsOrganization skillsTeamworkAdaptabilityLifelong learner