What are the responsibilities and job description for the Personal Lines Insurance Client Manager position at NSI Insurance Group?
We are seeking a Client Manager to join our team in Fort Lauderdale.
JOIN AN AWARD WINNING TEAM! We have been recognized as 2024 and 2025 BEST PLACES TO WORK IN SOUTH FLORIDA, 2024 SOUTH FLORIDA BUSINESS JOURNALBUSINESS OF THE YEAR FINALIST and named Best Practices Agency by Independent Insurance Agents and Brokers of America seven years in a row, we are passionate about serving our clients, developing our employees and giving back to our communities.
About Us
NSI Insurance Group is one of the largest independent insurance agencies in Florida offering a comprehensive suite of insurance solutions to protect your business and your life from the unexpected. Named Best Practices Agency by Independent Insurance Agents and Brokers of America three years in a row, we are passionate about serving our clients, developing our employees and giving back to our communities.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path.
At NSI Insurance Group, we are always interested in meeting talented individuals who want to progress their careers and make a difference. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. We believe that successful people make a successful business, which is why we make every effort to provide our employees with an environment in which they can excel and the training to be successful. Our professionals are integral in defining our business – delivering results to our clients and driving our company to success. We make it our job to treat our employees well.
Check out our Company Video: https://player.vimeo.com/video/395965029?dnt=1&app_id=122963
Visit our Company Website: https://nsi.group/
Job Scope
Responsible to manage all client relations and services within assigned book of business. Responsible for acting as primary contact between clients and insurance carriers and retaining clients through good customer service. Must be able to prepare and provide price quotes for all new and existing clients.
Responsibilities
At NSI Insurance Group, we recognize the importance of our employees’ health and wellness. We care about our Employee-Owners, we care about our customers, and we care about the world around us. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family. Benefits include:
NSI Best Places to Work 2024 honoree: https://bizj.us/1qkcts
NSI Insurance Group won coolest offices to work 2021! Check out our story here: https://bit.ly/3sL7Jqm
Visit our Company Website: https://nsi.group/
NSI Insurance Group, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
JOIN AN AWARD WINNING TEAM! We have been recognized as 2024 and 2025 BEST PLACES TO WORK IN SOUTH FLORIDA, 2024 SOUTH FLORIDA BUSINESS JOURNALBUSINESS OF THE YEAR FINALIST and named Best Practices Agency by Independent Insurance Agents and Brokers of America seven years in a row, we are passionate about serving our clients, developing our employees and giving back to our communities.
About Us
NSI Insurance Group is one of the largest independent insurance agencies in Florida offering a comprehensive suite of insurance solutions to protect your business and your life from the unexpected. Named Best Practices Agency by Independent Insurance Agents and Brokers of America three years in a row, we are passionate about serving our clients, developing our employees and giving back to our communities.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path.
At NSI Insurance Group, we are always interested in meeting talented individuals who want to progress their careers and make a difference. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. We believe that successful people make a successful business, which is why we make every effort to provide our employees with an environment in which they can excel and the training to be successful. Our professionals are integral in defining our business – delivering results to our clients and driving our company to success. We make it our job to treat our employees well.
Check out our Company Video: https://player.vimeo.com/video/395965029?dnt=1&app_id=122963
Visit our Company Website: https://nsi.group/
Job Scope
Responsible to manage all client relations and services within assigned book of business. Responsible for acting as primary contact between clients and insurance carriers and retaining clients through good customer service. Must be able to prepare and provide price quotes for all new and existing clients.
Responsibilities
- Act as primary contact between client and/or producers and insurance carriers. Apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers.
- Contact and visit assigned clients and/or producers to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services.
- Prepare and provide price quotes for all new and existing clients.
- Prepare and submit bid specifications to be mailed to carriers.
- Compare bid results as received and determine recommendations for clients.
- Process new cases by requesting appropriate documentation from producers or clients as needed.
- Coordinate enrollment process with producers or clients.
- Quote, bind and underwrite all renewal applications and new business.
- Issue endorsements for all client policy changes.
- Process claims. Provide direction to C/L assistants in processing of C/L claims.
- Perform new case installation.
- Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update system.
- Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.
- Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit.
- Schedule and hold renewal meetings with clients and/or producers.
- Update principals on renewal results.
- Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client; stays proficient in the use of all carrier systems that relate to the assigned book of business.
- Maintains favorable and productive relationships to achieve best-in-class service for the client.
- Exceptional organizational skills with ability to transition quickly from one project to another;
- Ability to problem solve, think logically and work independently;
- Works well under pressure and meets established deadlines;
- Exceptional written and verbal communication;
- Ability to think strategically and formulate an action plan based on a given set of facts;
- Bachelor degree and or more of related experience or the equivalent combination of education and experience;
- Prior Property & Casualty support experience;
- Prior Property & Casualty client management experience;
- Property & Casualty License preferred, Customer Representative 440 minimum allowed.
- Energetic and desire to learn new skills
- Ability to consistently demonstrate a positive attitude and lead by example
- Strong interpersonal skills with a collaborative approach
- Confident and self-motivated, with the ability to innovate and think creatively
At NSI Insurance Group, we recognize the importance of our employees’ health and wellness. We care about our Employee-Owners, we care about our customers, and we care about the world around us. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family. Benefits include:
- Comprehensive medical, dental and vision plans with 100% company paid premiums and numerous supplemental benefit offerings.
- Generous Paid Time Off (21 days);
- Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
- Company paid life insurance, short and long-term disability;
- Financial support for professional development and licensure/designations;
- Hybrid work (4 days in the office and 1 day remote with a 220 license);
- Volunteering time off;
- And so much more!
NSI Best Places to Work 2024 honoree: https://bizj.us/1qkcts
NSI Insurance Group won coolest offices to work 2021! Check out our story here: https://bit.ly/3sL7Jqm
Visit our Company Website: https://nsi.group/
NSI Insurance Group, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
