Client Service Manager | PL

The Personal Lines Client Service Manager (CSM) is responsible for supporting all facets of client service, including account maintenance, servicing activities, and communication with carriers and clients.

This role involves owning various administrative and technical responsibilities within the agencys management system (Epic), ensuring a high level of accuracy, compliance and client satisfaction throughout the policy lifecycle.

Work Performed: Support the servicing of personal lines business, including data management, documentation, policy changes, audits, premium comparisons, billing and day-to-day servicingBuild and maintain strong, professional relationships with clients, carriers and internal team membersCoordinate and process policy documents including binders, ID cards, insurance summaries, proposals and certificatesHandle client billing including invoicing, reconciling account discrepancies and tracking outstanding payments