What are the responsibilities and job description for the Client Manager – Personal Lines position at The Fedeli Group?
Provide exceptional Customer Service to existing clients and new prospects. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, account executives and carrier representatives to deliver superior client service experience. Independent Agency experience is preferred with a minimum of 5 years prior experience and Property & Casualty Licensed is required.
REPORTS TO
Personal Lines Account Manager
ESSENTIAL FUNCTIONS
- Prepare binder certificates, auto ID cards, automobile insurance cards, account summaries, endorsements, policies, lost policy release, and account balance status as needed.
- Ability to work on carrier websites for rating / quoting and making change requests.
- Prepare all invoice transactions including preparation of finance agreements.
- Inform and educate clients regarding policy coverage changes exclusions and other policy information.
- Maintain expiration log of existing assigned book of business.
- Adhere to all agency procedures and E&O guidelines.
- Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, and request for changes, thank you cards, etc.
- Provide technical support to account executives and producers.
- Participate in special projects and other duties assigned.
COMPETENCIES
SUPERVISORY RESPONSIBILITY
None
WORK ENVIRONMENT
Flexibility for hybrid work schedule.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
POSITION TYPE / EXPECTED HOURS OF WORK
Full Time Position – 40-hour work week
TRAVEL
Travel is minimal, although some out-of-area and overnight travel may be expected
REQUIRED EDUCATION AND EXPERIENCE
PREFERRED EDUCATION AND EXPERIENCE
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
