What are the responsibilities and job description for the Client Relationship Specialist position at Jobot?
Job Description
The Personal Lines Account Manager is responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing excellent customer service to personal insurance clients. Key responsibilities include:
- Client Management: Maintain and service a book of personal insurance clients, addressing inquiries related to policies, coverage options, billing, and claims.
- Policy Renewals: Proactively manage the renewal process, including reviewing coverage needs, obtaining quotes from carriers, and presenting renewal proposals to clients.
- Endorsements and Policy Changes: Process policy changes such as endorsements, cancellations, and new business submissions within EPIC.
- Claims Support: Assist clients with claims, provide guidance on the process, and follow up with carriers to ensure timely resolution.
- Coverage Reviews: Conduct coverage reviews for existing clients to identify potential gaps and recommend appropriate insurance solutions.
