Personal Lines Client Service Manager (Lassiterware, within Acrisure's Southeast Platform)
Report Ad
Whatsapp
Posted : Monday, August 26, 2024 10:35 AM
Job Title: Personal Lines Client Service Manager
Agency/Platform: Lassiterware, within Acrisure's Southeast Platform
Location: Leesburg, FL
About Acrisure:
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.
We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.
3 billion in revenue in just over ten years.
Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary: The Personal Lines Client Service Manager (PLCSM) is responsible for greeting and aiding clients with their insurance service needs to include policy changes and payments.
This position must meet high volume service standards and perform essential functions to the quality developed by the agency.
Job Functions, Unique Duties and Responsibilities: Serves as an insurance advisor and consultant to the agency’s clients by assisting them with making coverage changes and/or adding necessary coverages in an automated environment supported by imaging system; determine if delayed or advanced billing is appropriate and invoices; accordingly, uses each contact with the client as an opportunity to review the whole account, round it and market.
Informs and educates clients about policy coverages, changes, exclusion and insurance coverage needs.
Maintains and updates client information in agency management system.
Works with clients to develop an insurance policy that meets the client’s needs and exposure.
Verifies policy and policy change information, facilitating corrections when necessary.
Processes incoming mail requests, responding promptly and appropriately.
Verifies accuracy of cancellations and takes appropriate corrective action when needed.
Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution.
Reviews walk-in payments and verifies acceptability; processes as appropriate, providing receipts to payers.
Ensures that suspense and Agency management tasks and activities are kept current.
Actively solicits increases in coverage and rounds out accounts through sales to clients; leaves good documentation of all contacts.
Forwards leads to Producers.
Assists or completes other tasks as directed by agency management.
Personal and Organizational Development: Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Interacts with other effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
Maintains up to date technical knowledge and understands how to perform technical tasks to expedite client service.
Other duties may be assigned as needs arise, or as required.
This description is not intended as a contract and is subject to change.
Competencies: Functional Technical Skills-has functional and technical ability to do job at high level of accomplishment.
Informing- provides information so that decisions can be made on a timely basis with accuracy.
Time Management- uses time effectively and efficiently, concentrates efforts on more important priorities.
Customer Focus – dedicated to meeting the expectations and requirements of external and internal customers.
Quantity of Output-amount of work is expected to meet goals on regular basis.
Quality of Work Output-is with few errors with little rework and able to follow company policies and procedures.
Special Skills and/or Abilities: Ability to understand and communicate both in writing and orally with others.
Must be a team player and customer service oriented.
Ability to perform repetitious tasks with high attention to detail.
Education / Training: H.
S.
Degree / GED Experience: General knowledge in general office duties.
Must have a valid 2-20, 440 or 2044 Florida license.
Special Technical knowledge Ability to use computer, calculator, agency automation system and proficiency in programs, including but not limited to Microsoft Word and Excel.
Acrisure is committed to employing a diverse workforce.
All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.
Acrisure.
com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement.
All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee.
This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.
3 billion in revenue in just over ten years.
Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary: The Personal Lines Client Service Manager (PLCSM) is responsible for greeting and aiding clients with their insurance service needs to include policy changes and payments.
This position must meet high volume service standards and perform essential functions to the quality developed by the agency.
Job Functions, Unique Duties and Responsibilities: Serves as an insurance advisor and consultant to the agency’s clients by assisting them with making coverage changes and/or adding necessary coverages in an automated environment supported by imaging system; determine if delayed or advanced billing is appropriate and invoices; accordingly, uses each contact with the client as an opportunity to review the whole account, round it and market.
Informs and educates clients about policy coverages, changes, exclusion and insurance coverage needs.
Maintains and updates client information in agency management system.
Works with clients to develop an insurance policy that meets the client’s needs and exposure.
Verifies policy and policy change information, facilitating corrections when necessary.
Processes incoming mail requests, responding promptly and appropriately.
Verifies accuracy of cancellations and takes appropriate corrective action when needed.
Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution.
Reviews walk-in payments and verifies acceptability; processes as appropriate, providing receipts to payers.
Ensures that suspense and Agency management tasks and activities are kept current.
Actively solicits increases in coverage and rounds out accounts through sales to clients; leaves good documentation of all contacts.
Forwards leads to Producers.
Assists or completes other tasks as directed by agency management.
Personal and Organizational Development: Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Interacts with other effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
Maintains up to date technical knowledge and understands how to perform technical tasks to expedite client service.
Other duties may be assigned as needs arise, or as required.
This description is not intended as a contract and is subject to change.
Competencies: Functional Technical Skills-has functional and technical ability to do job at high level of accomplishment.
Informing- provides information so that decisions can be made on a timely basis with accuracy.
Time Management- uses time effectively and efficiently, concentrates efforts on more important priorities.
Customer Focus – dedicated to meeting the expectations and requirements of external and internal customers.
Quantity of Output-amount of work is expected to meet goals on regular basis.
Quality of Work Output-is with few errors with little rework and able to follow company policies and procedures.
Special Skills and/or Abilities: Ability to understand and communicate both in writing and orally with others.
Must be a team player and customer service oriented.
Ability to perform repetitious tasks with high attention to detail.
Education / Training: H.
S.
Degree / GED Experience: General knowledge in general office duties.
Must have a valid 2-20, 440 or 2044 Florida license.
Special Technical knowledge Ability to use computer, calculator, agency automation system and proficiency in programs, including but not limited to Microsoft Word and Excel.
Acrisure is committed to employing a diverse workforce.
All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.
Acrisure.
com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement.
All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee.
This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
• Phone : NA
• Location : Leesburg, FL
• Post ID: 9056203141
