Note: The job is a remote job and is open to candidates in USA. Franklin Madison is looking for a Personal Lines Program Manager who will serve as their subject matter expert for the personal lines quoting, placement, and implementation experience. This role will focus on ensuring a seamless onboarding experience for newly acquired clients and optimizing the quoting process while collaborating with various teams to enhance operational effectiveness.
Responsibilities
- Take ownership of clients following the sales process and manage the transition from sale to implementation
- Guide customers through onboarding, information gathering, and policy setup activities
- Ensure all required documentation, disclosures, and compliance requirements are completed accurately and timely
- Serve as the primary point of contact throughout implementation until policies are successfully issued
- Utilize Franklin Madison's multi-carrier quoting platform to generate, compare, and present insurance solutions
- Evaluate carrier options based on customer needs, underwriting requirements, pricing, and coverage considerations
- Bind and place business with approved carrier partners in accordance with licensing requirements and carrier guidelines
- Maintain a strong understanding of carrier appetite, product offerings, underwriting criteria, and service standards
- Act as the organization's subject matter expert for the personal lines quoting experience
- Develop deep knowledge of system functionality, workflows, integrations, and user experiences
- Identify bottlenecks, process gaps, and opportunities to improve quote conversion, cycle times, and customer satisfaction
- Partner with technology, operations, and carrier teams to enhance quoting tools and workflows
- Document and maintain standard operating procedures for quoting, placement, and onboarding activities
- Recommend and implement workflow improvements that increase efficiency and scalability
- Assist in defining business requirements for system enhancements and technology integrations
- Monitor operational metrics and provide feedback on process performance and customer outcomes
- Partner closely with Sales to ensure a smooth handoff from prospect acquisition to implementation
- Work with carrier partners to resolve underwriting, placement, and policy issuance issues
- Collaborate with Product, Technology, Compliance, and Operations teams to improve customer experiences and operational effectiveness
- Support training initiatives related to quoting tools, workflows, and carrier capabilities
Skills
- Active Property & Casualty insurance license
- 3+ years of personal lines insurance experience in an agency, brokerage, MGA, carrier, or insurtech environment
- Experience utilizing comparative rating or multi-carrier quoting platforms
- Knowledge of personal lines products including auto, homeowners, renters, umbrella, and related coverages
- Understanding of insurance placement, underwriting requirements, and policy issuance processes
- Strong organizational skills with the ability to manage multiple client implementations simultaneously
- Excellent verbal and written communication skills
- Ability to analyze workflows and recommend process improvements
- Experience with digital insurance platforms or insurtech solutions
- Experience gathering business requirements and participating in technology implementations
- Familiarity with affinity, financial institution, or partnership-based insurance distribution models
- Experience training users and serving as a functional subject matter expert
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