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The Personal Lines Senior Client Manager leads client service, evaluates exposures and renewals, makes coverage recommendations, and manages documentation in agency management systems.

The Personal Lines Senior Client Manager leads client service autonomously, evaluates renewals, makes coverage recommendations, and ensures accurate account management in EPIC.

Provide client-facing and administrative support for advisors: schedule and prepare client meetings, gather and analyze client data, maintain CRM and filings, process forms and checks, assist with billing and custodial downloads, and support portfolio administration and client communications.