Commercial Insurance Client Service Manager

Commercial Insurance Client Service Manager

The Commercial Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations.

Supervisory Responsibilities : None

Essential Tasks :

• Prepare endorsement requests to send to insurance carriers
• Follow-up on receipt of endorsements to existing policies
• Processing endorsements, including invoicing and delivery to client
• Processing of audits, including verification of rates, exposures, and prior premiums
• Handling / processing of cancellations and billing issues
• Communication with staff and clients as needed to gather needed information for changes to policies
• Knowledge of and adherence to, agency procedures
• Provide technical support to Marketing Executives and Producers as needed
• Establish and maintain relationships with both internal and external clients

Core Competencies :

Experience and Education : 1-2 years of experience in property and casualty servicing preferred

Licensing and Credentials : Active Property and Casualty license required (company will help candidate obtain licensure if needed)

Systems : Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Physical Requirements : Ability to lift 25 pounds

Repeated use of sight to read documents and computer screens

Repeated use of hearing and speech to communicate on telephone and in person

Repetitive hand movements, such as keyboarding, writing, 10-key

Walking, bending, sitting, reaching and stretching in all directions

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.