Client Manager - Personal Lines / Private Client

The Client Manager position serves as the main contact for the Private Risk Services and Personal Lines clients and provides day-to-day servicing and support for their client group. Principal Duties and Responsibilities

• Main point of contact for the client - addresses general questions, provides guidance on appropriate coverage changes and / or contractual requirements, informs / educates client on exclusions and exposures, issues insurance cards prior to expiration date, and resolves accounting discrepancies
• Maintain and update coverage summaries of each assigned client as well as new business accounts
• Investigate and evaluate coverages, rates and general trends within the industry
• Prepare and ensure the accuracy and timeliness of insurance specifications and coverage binders
• Monitor the accuracy of insurance policies received from carriers prior to their delivery to clients
• Conduct all business in accordance with established policies and procedures
• May attend client meetings on or off site on occasion
• Other duties as assigned Knowledge, Skills and Abilities Required :
• High School Diploma
• 3+ years in Private Risk Services or Personal Lines insurance
• Licensed in Arizona Property / Casualty (or ability to transfer existing license)
• Ability to effectively communicate, both written and verbally, to internal and external parties
• Excellent time management, organizational and multi-tasking skills with high attention to detail
• Ability to build and maintain effective relationships with clients, carriers and peers
• Ability to work independently and in cross-functional teams
• Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point) #LI-DNI