Build strong relationships with clients to retain existing business and support new client acquisition
- Ensure clients' needs are understood and met, delivering a consistently positive client experience
- Handle client issues and coverage questions, partnering with producers to identify solutions
- Work with producers to ensure all client needs are addressed in a timely manner
- Review current coverages with clients and advise on appropriate coverage changes
- Conduct annual renewal reviews and proactively propose additional coverage options
- Monitor cancellation audits and follow up with clients to resolve outstanding items
- Generate and issue agency invoices for new business and renewals
- Answer incoming calls for the personal lines department Desired Skills & Experience Industry & Technical
- 3+ years of personal lines insurance experience strongly preferred
- Experience managing personal lines accounts; high-net-worth client experience strongly preferred
- Experience quoting and placing business with personal lines carriers preferred
- Working knowledge of major personal lines/HNW carriers (e.g., PURE, Chubb, Cincinnati, Liberty Mutual, Auto Owners) a plus
- Strong computer skills, including proficiency with Microsoft Office
- Experience with the EPIC agency management system preferred but not required Professional Skills
- Proactive, relationship-driven approach with clients and colleagues
- Excellent organizational and problem-solving skills; self-starter
- Clear, professional communication, internally and externally, delivered with respect and integrity
- Ability to manage multiple tasks and clients accurately in a fast-paced environment
- Strong time management and multitasking abilities