Personal Insurance Client Manager

Description

The Personal Insurance Client Manager is the cornerstone of the client experience at UNICO. This high-energy, client-focused professional is passionate about delivering exceptional service and building lasting relationships. With a proactive mindset and strong sense of ownership, the Client Manager independently manages all aspects of the personal insurance client journey—from onboarding and servicing to renewals and claims support. This role is ideal for someone who thrives in a fast-paced environment, values autonomy, and is energized by helping others succeed. 

Responsibilities

• Client Relationship Management: Serve as the primary point of contact for personal insurance clients. Deliver expert guidance, build trust, and ensure a seamless, high-touch experience throughout the client lifecycle.
• Proactive Account Servicing: Independently manage day-to-day servicing needs including policy changes, endorsements, billing inquiries, and claims support. Anticipate client needs and take initiative to resolve issues before they arise.
• Renewal Strategy & Retention: Own the renewal process for your book of business. Conduct proactive policy reviews, identify coverage gaps, and re-market policies when appropriate to ensure optimal coverage and retention.
• Cross-Selling & Coverage Expansion: Identify opportunities to round out accounts and offer additional products that align with clients’ evolving needs. Collaborate with advisors to drive growth and deepen client relationships.
• Carrier & System Expertise: Maintain a high level of proficiency with carrier platforms, underwriting guidelines, and coverage forms to deliver accurate quotes and recommendations.
• Claims Advocacy: Support clients through the claims process by providing timely updates, guidance, and follow-up to ensure a smooth and informed experience.
• Workflow & Documentation: Prioritize tasks and manage workflow to ensure timely, accurate processing of transactions. Maintain complete and compliant client records in BorrowedTyme and other systems.
• Sales Support: Partner with Advisors by taking ownership of accounts post-bind, ensuring a smooth transition and ongoing client satisfaction.
• Continuous Learning: Stay current on industry trends, carrier updates, and best practices through ongoing education and training.

Requirements

Education & Experience 

• Education: High school diploma or GED required; bachelor’s or associate degree preferred
• Experience: At least one year of experience in a client-focused role. Experience with property & liability insurance is preferred. 
• Licensure: Current Nebraska property and casualty, Personal Lines insurance license, or willingness and ability to obtain within 90 days of employment.

Knowledge & Skills 

• Communicate and work with teammates respectfully and professionally. 
• Ability to set, track, and achieve goals. 
• Demonstrate oral and written communication skills with the ability to interact with all levels of the organization. 
• Proven track record of successful client advocacy in a fast-paced environment, emphasizing attention to detail. 
• Ability to follow up on activities from start to finish. 
• Experience in delivering client-focused solutions based on customer needs. 
• Proven ability to manage multiple projects while paying strict attention to detail. 
• Ability to work remotely on a scheduled or as-needed basis.

Physical Demands

• This role’s physical exertion is sedentary and occurs in an office environment. 
• Exerting up to 10 pounds of force occasionally and a negligible amount of force to frequently lift, carry, push, pull, or otherwise move objects. 
• Substantial movements and repetitive motion of the wrists, hands, and/or fingers. 
• Individuals must have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing, viewing a computer, and extensive reading.