What are the responsibilities and job description for the Personal Lines Client Service Manager position at McConkey Insurance & Benefits?
The Client Service Manager independently manages an existing book of business providing exceptional service to our clients.
Essential Duties and Responsibilities:
- Services existing book of accounts including renewals, endorsements, binders, applications, etc.
- Upgrades, improves, and rounds out all current accounts
- Handles all client requests and servicing needs
- Maintains a thorough account file on all clients including proper transaction filing
- Quote with multiple carriers
- Run replacement cost estimators
- Answer client questions about their coverages/policies
- Follow-up on billing questions
- Enter all activities into EPIC
- Explain coverage differences to clients
- Ask for referrals
- Verifies accuracy of policies, endorsements, cancellations, renewals, and system data
- Requests home estimators, VI appraisals, driver information and other pertinent data necessary for internal file or carrier file
Key Competencies:
- Strong attention to detail
- Resourceful, innovative approach to problem solving
- Strong communication skills both written and verbal
- Must be a team-player but can work independently to meet deadlines
- Ability to take direction yet show initiative to be proactive
- Interpersonal skills to build outstanding relationships and foster team environment
Position Requirements:
- College degree or advanced education strongly preferred
- Must hold a current Property & Casualty insurance license
- Once licensed, obtaining an insurance designation is strongly encouraged
- Proficient with Microsoft Office Suite, including Excel
- Proficiency in client management system and workflows; Epic experience preferred
- Participate in seminars and educational classes to develop skills and keep current of regulations and best practices
Physical Requirements and Work Environment:
- Extended periods of time in a sedentary position with ability to move about office to access office equipment and attend meetings
- Prolonged periods of working on a computer using keyboard
- Work environment includes interacting with others, participating in meetings, corresponding through email and phone calls
- Must be able to communicate effectively in English both verbally and in writing to internal and external clients
- Standard office hours are Monday through Friday, 8:00am to 5:00pm
- Occasional out-of-office travel for client visits, educational opportunities, and company-wide meetings
The McConkey employee experience is very important to us! We are a team-based organization, offering a hybrid work environment (both an in-office presence and ability to work remotely), excellent employee benefits, paid time off and so much more! Submit your resume to to apply and learn more about how you could join our award-winning team!
