Personal Lines Program Manager

🕒 July 30

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Franklin Madison

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1971

🛡️ Insurance

🤝 B2B

💰 Private equity on 2018-02

Insurance • B2B

Franklin Madison is a company that provides consumer insurance solutions and distribution/engagement services. It partners with banks, credit unions and affinity partners to deliver insurance products and runs a direct-to-consumer channel (Franklin Madison Direct). The company emphasizes data-driven engagement and personalized consumer journeys for policyholders, suggesting a focus on marketing, fulfillment and customer lifecycle management for insurance products.

📋 Description

• 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. • Document and maintain standard operating procedures for quoting, placement, and onboarding activities. • Recommend and implement workflow improvements that increase efficiency and scalability. • Partner closely with Sales to ensure a smooth handoff from prospect acquisition to implementation. • Collaborate with Product, Technology, Compliance, and Operations teams to improve customer experiences and operational effectiveness.

🎯 Requirements

• 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. • Preferred 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.

🏖️ Benefits

• Fully Remote